3Chopt Investment Partners’s Target TGT Stock Holding History

3Chopt Investment Partners’s Portfolio TGT Stock Details TGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$575K	Buy	4,745 +560	+13%	+$63.1K	0.13%	128
2025 Q4	$409K	Sell	4,185 -1,523	-27%	-$140K	0.09%	160
2025 Q3	$512K	Sell	5,708 -2,236	-28%	-$220K	0.12%	138
2025 Q2	$784K	Sell	7,944 -1,977	-20%	-$190K	0.19%	101
2025 Q1	$1.04M	Sell	9,921 -770	-7%	-$96.2K	0.27%	85
2024 Q4	$1.45M	Buy	+10,691	New	+$1.53M	0.5%	57
2024 Q3	–	Sell	-10,197	Closed	-$1.51M	–	166
2024 Q2	$1.51M	Sell	10,197 -185	-2%	-$29.1K	0.46%	51
2024 Q1	$1.84M	Sell	10,382 -893	-8%	-$136K	0.76%	45
2023 Q4	$1.61M	Sell	11,275 -300	-3%	-$36.6K	0.59%	46
2023 Q3	$1.28M	Sell	11,575 -1,451	-11%	-$184K	0.76%	43
2023 Q2	$1.72M	Sell	13,026 -162	-1%	-$24K	0.86%	35
2023 Q1	$2.18M	Buy	13,188 +676	+5%	+$111K	1.16%	27
2022 Q4	$1.86M	Buy	+12,512	New	+$1.96M	1.02%	35

Other funds holding TGT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return