Caldwell Trust’s Tiffany & Co. TIF Stock Holding History

Caldwell Trust’s Portfolio TIF Stock Details TIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-400	Closed	-$53.5K	–	827
2019 Q4	$53.5K	Buy	+400	New	+$47.3K	0.01%	449

Other funds holding TIF

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

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

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

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Caldwell Trust's TIF Position: Q1 2020 in Review

Caldwell Trust sold out of Tiffany & Co. (TIF) in Q1 2020, closing a stake of 400 shares — an estimated $53.5K sold.

Caldwell Trust first reported a position in TIF in Q4 2019 and held it in 1 quarter. The position peaked at $53.5K in Q4 2019. 557 funds tracked by Wall St. Rank hold TIF as of Q1 2020.

Caldwell Trust reported no remaining Tiffany & Co. position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 400 Tiffany & Co. shares in Q1 2020, an estimated $53.5K.
Caldwell Trust first reported a position in Tiffany & Co. in Q4 2019 and held it in 1 quarter.
Caldwell Trust's Tiffany & Co. position peaked at $53.5K in Q4 2019.
557 funds tracked by Wall St. Rank held Tiffany & Co. as of Q1 2020.

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