CT
TXT icon

Caldwell Trust’s Textron TXT Stock Holding History

Caldwell Trust’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-333
Closed -$22.5K – 754
2023
Q2 		$22.5K Hold
333
– – ﹤0.01% 540
2023
Q1 		$23.5K Hold
333
– – ﹤0.01% 534
2022
Q4 		$23.6K Hold
333
– – ﹤0.01% 514
2022
Q3 		$19.4K Hold
333
– – ﹤0.01% 537
2022
Q2 		$20.3K Hold
333
– – ﹤0.01% 543
2022
Q1 		$24.8K Buy
+333
New +$24K ﹤0.01% 543
2020
Q4 		– Sell
-400
Closed -$14.4K – 731
2020
Q3 		$14.4K Hold
400
– – ﹤0.01% 566
2020
Q2 		$13.2K Hold
400
– – ﹤0.01% 598
2020
Q1 		$10.7K Hold
400
– – ﹤0.01% 624
2019
Q4 		$17.8K Buy
+400
New +$18.5K ﹤0.01% 602

Other funds holding TXT

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return