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Baird Financial Group’s
Cheesecake Factory
CAKE
Stock Holding History
Baird Financial Group’s Portfolio
CAKE Stock Details
CAKE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-14,644
Closed
-$569K
–
1440
2019
Q4
$569K
Buy
14,644
+397
+3%
+$16.4K
﹤0.01%
1134
2019
Q3
$594K
Sell
14,247
-21,641
-60%
-$890K
﹤0.01%
1116
2019
Q2
$1.57M
Buy
35,888
+21,183
+144%
+$990K
0.01%
850
2019
Q1
$719K
Sell
14,705
-191
-1%
-$8.78K
﹤0.01%
946
2018
Q4
$648K
Sell
14,896
-3,442
-19%
-$167K
﹤0.01%
909
2018
Q3
$963K
Buy
18,338
+4,048
+28%
+$219K
0.01%
863
2018
Q2
$787K
Buy
14,290
+1,830
+15%
+$96.9K
0.01%
883
2018
Q1
$601K
Buy
+12,460
New
+$598K
﹤0.01%
960
2017
Q4
–
Sell
-115,102
Closed
-$4.85M
–
1264
2017
Q3
$4.85M
Buy
115,102
+104,200
+956%
+$4.64M
0.04%
424
2017
Q2
$548K
Hold
10,902
–
–
﹤0.01%
939
2017
Q1
$691K
Buy
+10,902
New
+$664K
0.01%
874
Other funds holding CAKE
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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