Caldwell Trust’s Perspecta Inc. Common Stock PRSP Stock Holding History

Caldwell Trust’s Portfolio PRSP Stock Details PRSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-39	Closed	-$1.03K	–	826
2019 Q4	$1.03K	Buy	+39	New	+$1.04K	﹤0.01%	790

Other funds holding PRSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Trust's PRSP Position: Q1 2020 in Review

Caldwell Trust sold out of Perspecta Inc. Common Stock (PRSP) in Q1 2020, closing a stake of 39 shares — an estimated $1.03K sold.

Caldwell Trust first reported a position in PRSP in Q4 2019 and held it in 1 quarter. The position peaked at $1.03K in Q4 2019. 396 funds tracked by Wall St. Rank hold PRSP as of Q1 2020.

Caldwell Trust reported no remaining Perspecta Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 39 Perspecta Inc. Common Stock shares in Q1 2020, an estimated $1.03K.
Caldwell Trust first reported a position in Perspecta Inc. Common Stock in Q4 2019 and held it in 1 quarter.
Caldwell Trust's Perspecta Inc. Common Stock position peaked at $1.03K in Q4 2019.
396 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.