Bell Investment Advisors’s Cabot Corp CBT Stock Holding History

Bell Investment Advisors’s Portfolio CBT Stock Details CBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.31K	Sell	44 -127	-74%	-$9.22K	﹤0.01%	1127
2025 Q4	$11.3K	Sell	171 -117	-41%	-$7.79K	﹤0.01%	647
2025 Q3	$21.9K	Buy	288 +122	+73%	+$9.52K	﹤0.01%	390
2025 Q2	$12.4K	Buy	166 +115	+225%	+$8.8K	﹤0.01%	596
2025 Q1	$4.24K	Sell	51 -17	-25%	-$1.47K	﹤0.01%	991
2024 Q4	$6.21K	Buy	68 +28	+70%	+$3.01K	﹤0.01%	821
2024 Q3	$4.47K	Hold	40	–	–	﹤0.01%	991
2024 Q2	$3.68K	Hold	40	–	–	﹤0.01%	1077
2024 Q1	$3.69K	Sell	40 -6	-13%	-$488	﹤0.01%	1072
2023 Q4	$3.84K	Sell	46 -12	-21%	-$892	﹤0.01%	1012
2023 Q3	$4.02K	Buy	58 +11	+23%	+$765	﹤0.01%	918
2023 Q2	$3.14K	Sell	47 -7	-13%	-$498	﹤0.01%	1065
2023 Q1	$4.14K	Sell	54 -7	-11%	-$525	﹤0.01%	865
2022 Q4	$4.08K	Buy	61 +2	+3%	+$140	﹤0.01%	914
2022 Q3	$4K	Sell	59 -42	-42%	-$2.96K	﹤0.01%	758
2022 Q2	$6K	Buy	+101	New	+$6.9K	﹤0.01%	602
2021 Q4	$2K	Buy	42 +5	+14%	+$275	﹤0.01%	1104
2021 Q3	$2K	Buy	+37	New	+$1.98K	﹤0.01%	1034

Other funds holding CBT

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return