CT
ICUI icon

Caldwell Trust’s ICU Medical ICUI Stock Holding History

Caldwell Trust’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-48
Closed -$9.88K – 741
2021
Q2 		$9.88K Hold
48
– – ﹤0.01% 644
2021
Q1 		$9.86K Hold
48
– – ﹤0.01% 633
2020
Q4 		$10.3K Hold
48
– – ﹤0.01% 621
2020
Q3 		$8.77K Hold
48
– – ﹤0.01% 627
2020
Q2 		$8.85K Hold
48
– – ﹤0.01% 650
2020
Q1 		$9.69K Hold
48
– – ﹤0.01% 642
2019
Q4 		$8.98K Buy
+48
New +$8.26K ﹤0.01% 689

Other funds holding ICUI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return