CIM
DCBO

Caldwell Investment Management’s Docebo DCBO Stock Holding History

Caldwell Investment Management’s Portfolio DCBO Stock Details DCBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-82,000
Closed -$4.01M – 36
2024
Q1 		$4.01M Buy
+82,000
New +$3.93M 2.98% 8

Other funds holding DCBO

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Caldwell Investment Management's DCBO Position: Q2 2024 in Review

Caldwell Investment Management sold out of Docebo (DCBO) in Q2 2024, closing a stake of 82,000 shares — an estimated $4.01M sold.

Caldwell Investment Management first reported a position in DCBO in Q1 2024 and held it in 1 quarter. The position peaked at $4.01M in Q1 2024. 97 funds tracked by Wall St. Rank hold DCBO as of Q2 2024.

  • Caldwell Investment Management reported no remaining Docebo position as of Q2 2024 after selling out during the quarter.
  • Caldwell Investment Management sold 82,000 Docebo shares in Q2 2024, an estimated $4.01M.
  • Caldwell Investment Management first reported a position in Docebo in Q1 2024 and held it in 1 quarter.
  • Caldwell Investment Management's Docebo position peaked at $4.01M in Q1 2024.
  • 97 funds tracked by Wall St. Rank held Docebo as of Q2 2024.

Based on Caldwell Investment Management's 13F filing for Q2 2024, filed 22 Jul 2024.