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Caldwell Investment Management’s Cisco CSCO Stock Holding History

Caldwell Investment Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,690
Closed -$878K – 30
2022
Q1 		$878K Hold
15,690
– – 0.69% 28
2021
Q4 		$1M Buy
+15,690
New +$896K 0.78% 28

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Investment Management's CSCO Position: Q2 2022 in Review

Caldwell Investment Management sold out of Cisco (CSCO) in Q2 2022, closing a stake of 15,690 shares — an estimated $878K sold.

Caldwell Investment Management first reported a position in CSCO in Q4 2021 and held it in 2 quarters. The position peaked at $1M in Q4 2021. 2,841 funds tracked by Wall St. Rank hold CSCO as of Q2 2022.

  • Caldwell Investment Management reported no remaining Cisco position as of Q2 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 15,690 Cisco shares in Q2 2022, an estimated $878K.
  • Caldwell Investment Management first reported a position in Cisco in Q4 2021 and held it in 2 quarters.
  • Caldwell Investment Management's Cisco position peaked at $1M in Q4 2021.
  • 2,841 funds tracked by Wall St. Rank held Cisco as of Q2 2022.

Based on Caldwell Investment Management's 13F filing for Q2 2022, filed 25 Jul 2022.