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Bartlett & Co’s Cushman & Wakefield Ltd CWK Stock Holding History

Bartlett & Co’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$47K Hold
4,270
– – ﹤0.01% 715
2023
Q3 		$33K Hold
4,270
– – ﹤0.01% 728
2023
Q2 		$35K Hold
4,270
– – ﹤0.01% 722
2023
Q1 		$45K Hold
4,270
– – ﹤0.01% 584
2022
Q4 		$53K Hold
4,270
– – ﹤0.01% 568
2022
Q3 		$49K Hold
4,270
– – ﹤0.01% 566
2022
Q2 		$65K Sell
4,270
-730
-15% -$12.8K ﹤0.01% 532
2022
Q1 		$103K Buy
+5,000
New +$106K ﹤0.01% 486

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Bartlett & Co's CWK Position: Q4 2023 in Review

Bartlett & Co held its Cushman & Wakefield Ltd (CWK) position steady in Q4 2023 at 4,270 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Bartlett & Co first reported a position in CWK in Q1 2022 and has held it in 8 quarters since. The position peaked at $103K in Q1 2022. 225 funds tracked by Wall St. Rank hold CWK as of Q4 2023.

  • Bartlett & Co held 4,270 shares of Cushman & Wakefield Ltd worth $47K as of Q4 2023.
  • Bartlett & Co left its Cushman & Wakefield Ltd share count unchanged in Q4 2023.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #715 holding.
  • Bartlett & Co first reported a position in Cushman & Wakefield Ltd in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's Cushman & Wakefield Ltd position peaked at $103K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.