Ballentine Partners’s UP Fintech Holding TIGR Stock Holding History

Ballentine Partners’s Portfolio TIGR Stock Details TIGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-80,765	Closed	-$431K	–	945
2024 Q3	$431K	Hold	80,765	–	–	0.01%	462
2024 Q2	$339K	Hold	80,765	–	–	0.01%	519
2024 Q1	$278K	Hold	80,765	–	–	0.01%	559
2023 Q4	$357K	Hold	80,765	–	–	0.01%	454
2023 Q3	$414K	Hold	80,765	–	–	0.01%	357
2023 Q2	$229K	Hold	80,765	–	–	0.01%	516
2023 Q1	$269K	Hold	80,765	–	–	0.01%	446
2022 Q4	$275K	Hold	80,765	–	–	0.01%	400
2022 Q3	$266K	Hold	80,765	–	–	0.01%	369
2022 Q2	$380K	Hold	80,765	–	–	0.01%	279
2022 Q1	$396K	Buy	80,765 +69,188	+598%	+$310K	0.01%	299
2021 Q4	$57K	Hold	11,577	–	–	﹤0.01%	472
2021 Q3	$123K	Buy	11,577 +2,577	+29%	+$40.4K	﹤0.01%	409
2021 Q2	$261K	Buy	+9,000	New	+$192K	0.01%	344

Other funds holding TIGR

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

CGH

Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Ballentine Partners's TIGR Position: Q4 2024 in Review

Ballentine Partners sold out of UP Fintech Holding (TIGR) in Q4 2024, closing a stake of 80,765 shares — an estimated $431K sold.

Ballentine Partners first reported a position in TIGR in Q2 2021 and held it in 14 quarters. The position peaked at $431K in Q3 2024. 108 funds tracked by Wall St. Rank hold TIGR as of Q4 2024.

Ballentine Partners reported no remaining UP Fintech Holding position as of Q4 2024 after selling out during the quarter.
Ballentine Partners sold 80,765 UP Fintech Holding shares in Q4 2024, an estimated $431K.
Ballentine Partners first reported a position in UP Fintech Holding in Q2 2021 and held it in 14 quarters.
Ballentine Partners's UP Fintech Holding position peaked at $431K in Q3 2024.
108 funds tracked by Wall St. Rank held UP Fintech Holding as of Q4 2024.

Based on Ballentine Partners's 13F filing for Q4 2024, filed 16 Jan 2025.