Caitlin John’s Toast TOST Stock Holding History

Caitlin John’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-25	Closed	-$644	–	940
2024 Q2	$644	Sell	25 -25	-50%	-$604	﹤0.01%	760
2024 Q1	$1.25K	Sell	50 -700	-93%	-$14.5K	﹤0.01%	736
2023 Q4	$13.7K	Buy	+750	New	+$12.3K	0.01%	390

Other funds holding TOST

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Caitlin John's TOST Position: Q3 2024 in Review

Caitlin John sold out of Toast (TOST) in Q3 2024, closing a stake of 25 shares — an estimated $644 sold.

Caitlin John first reported a position in TOST in Q4 2023 and held it in 3 quarters. The position peaked at $13.7K in Q4 2023. 518 funds tracked by Wall St. Rank hold TOST as of Q3 2024.

Caitlin John reported no remaining Toast position as of Q3 2024 after selling out during the quarter.
Caitlin John sold 25 Toast shares in Q3 2024, an estimated $644.
Caitlin John first reported a position in Toast in Q4 2023 and held it in 3 quarters.
Caitlin John's Toast position peaked at $13.7K in Q4 2023.
518 funds tracked by Wall St. Rank held Toast as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.