CT
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Caldwell Trust’s Fox Factory Holding Corp FOXF Stock Holding History

Caldwell Trust’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-267
Closed -$18.6K – 807
2019
Q4 		$18.6K Buy
+267
New +$17.2K ﹤0.01% 595

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ClearBridge Investments
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CCA
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ACH
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VBA
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Dimensional Fund Advisors
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State Street
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