CSC
ME

Caldwell Sutter Capital’s 23andMe Holding Co ME Stock Holding History

Caldwell Sutter Capital’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25
Closed -$81 – 923
2024
Q4 		$81 Hold
25
– – ﹤0.01% 878
2024
Q3 		$174 Hold
25
– – ﹤0.01% 880
2024
Q2 		$196 Sell
25
-3
-11% -$29 ﹤0.01% 890
2024
Q1 		$293 Hold
28
– – ﹤0.01% 879
2023
Q4 		$502 Hold
28
– – ﹤0.01% 880
2023
Q3 		$538 Hold
28
– – ﹤0.01% 832
2023
Q2 		$963 Buy
+28
New +$1.11K ﹤0.01% 795

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caldwell Sutter Capital's ME Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 25 shares — an estimated $81 sold.

Caldwell Sutter Capital first reported a position in ME in Q2 2023 and held it in 7 quarters. The position peaked at $963 in Q2 2023. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Caldwell Sutter Capital reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 25 23andMe Holding Co shares in Q1 2025, an estimated $81.
  • Caldwell Sutter Capital first reported a position in 23andMe Holding Co in Q2 2023 and held it in 7 quarters.
  • Caldwell Sutter Capital's 23andMe Holding Co position peaked at $963 in Q2 2023.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.