6 Meridian’s Pathward Financial CASH Stock Holding History

6 Meridian’s Portfolio CASH Stock Details CASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$248K	Buy	4,160 +14	+0.3%	+$836	0.02%	261
2021 Q3	$218K	Sell	4,146 -131	-3%	-$6.52K	0.02%	280
2021 Q2	$217K	Buy	+4,277	New	+$212K	0.02%	334
2021 Q1	–	Sell	-6,383	Closed	-$233K	–	407
2020 Q4	$233K	Buy	+6,383	New	+$194K	0.02%	251

Other funds holding CASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

6 Meridian's CASH Position: Q4 2021 in Review

6 Meridian increased its Pathward Financial (CASH) stake by 0.34% in Q4 2021, buying an estimated $836 and bringing the position to 4,160 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #261.

6 Meridian first reported a position in CASH in Q4 2020 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold CASH as of Q4 2021.

6 Meridian held 4,160 shares of Pathward Financial worth $248K as of Q4 2021.
6 Meridian bought 14 Pathward Financial shares in Q4 2021, an estimated $836.
Pathward Financial made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #261 holding.
6 Meridian first reported a position in Pathward Financial in Q4 2020 and has held it in 4 quarters since.
201 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.