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Caldwell Investment Management’s Applied Materials AMAT Stock Holding History

Caldwell Investment Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,700
Closed -$872K – 33
2024
Q2 		$872K Hold
3,700
– – 0.66% 30
2024
Q1 		$1.03M Buy
+3,700
New +$679K 0.77% 28

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Caldwell Investment Management's AMAT Position: Q3 2024 in Review

Caldwell Investment Management sold out of Applied Materials (AMAT) in Q3 2024, closing a stake of 3,700 shares — an estimated $872K sold.

Caldwell Investment Management first reported a position in AMAT in Q1 2024 and held it in 2 quarters. The position peaked at $1.03M in Q1 2024. 2,202 funds tracked by Wall St. Rank hold AMAT as of Q3 2024.

  • Caldwell Investment Management reported no remaining Applied Materials position as of Q3 2024 after selling out during the quarter.
  • Caldwell Investment Management sold 3,700 Applied Materials shares in Q3 2024, an estimated $872K.
  • Caldwell Investment Management first reported a position in Applied Materials in Q1 2024 and held it in 2 quarters.
  • Caldwell Investment Management's Applied Materials position peaked at $1.03M in Q1 2024.
  • 2,202 funds tracked by Wall St. Rank held Applied Materials as of Q3 2024.

Based on Caldwell Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.