Bingham Osborn & Scarborough’s Cardlytics CDLX Stock Holding History

Bingham Osborn & Scarborough’s Portfolio CDLX Stock Details CDLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-330	Closed	-$277K	–	26
2021 Q3	$277K	Hold	330	–	–	0.02%	130
2021 Q2	$419K	Hold	330	–	–	0.03%	106
2021 Q1	$362K	Hold	330	–	–	0.03%	107
2020 Q4	$471K	Buy	+330	New	+$352K	0.04%	71

Other funds holding CDLX

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bingham Osborn & Scarborough's CDLX Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Cardlytics (CDLX) in Q4 2021, closing a stake of 330 shares — an estimated $277K sold.

Bingham Osborn & Scarborough first reported a position in CDLX in Q4 2020 and held it in 4 quarters. The position peaked at $471K in Q4 2020. 163 funds tracked by Wall St. Rank hold CDLX as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining Cardlytics position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 330 Cardlytics shares in Q4 2021, an estimated $277K.
Bingham Osborn & Scarborough first reported a position in Cardlytics in Q4 2020 and held it in 4 quarters.
Bingham Osborn & Scarborough's Cardlytics position peaked at $471K in Q4 2020.
163 funds tracked by Wall St. Rank held Cardlytics as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.