Caldwell Trust’s Vodafone VOD Stock Holding History

Caldwell Trust’s Portfolio VOD Stock Details VOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23	Closed	-$204	–	723
2024 Q2	$204	Hold	23	–	–	﹤0.01%	688
2024 Q1	$205	Hold	23	–	–	﹤0.01%	699
2023 Q4	$200	Sell	23 -373	-94%	-$3.41K	﹤0.01%	699
2023 Q3	$3.75K	Hold	396	–	–	﹤0.01%	666
2023 Q2	$3.74K	Sell	396 -69	-15%	-$725	﹤0.01%	693
2023 Q1	$5.13K	Hold	465	–	–	﹤0.01%	660
2022 Q4	$4.71K	Hold	465	–	–	﹤0.01%	662
2022 Q3	$5.27K	Hold	465	–	–	﹤0.01%	651
2022 Q2	$7.25K	Hold	465	–	–	﹤0.01%	654
2022 Q1	$7.73K	Sell	465 -333	-42%	-$5.68K	﹤0.01%	658
2021 Q4	$11.9K	Hold	798	–	–	﹤0.01%	622
2021 Q3	$12.3K	Buy	+798	New	+$13.2K	﹤0.01%	621
2020 Q4	–	Sell	-464	Closed	-$6.23K	–	732
2020 Q3	$6.23K	Hold	464	–	–	﹤0.01%	648
2020 Q2	$7.4K	Hold	464	–	–	﹤0.01%	663
2020 Q1	$6.39K	Hold	464	–	–	﹤0.01%	679
2019 Q4	$8.97K	Buy	+464	New	+$9.25K	﹤0.01%	690

Other funds holding VOD

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Caldwell Trust's VOD Position: Q3 2024 in Review

Caldwell Trust sold out of Vodafone (VOD) in Q3 2024, closing a stake of 23 shares — an estimated $204 sold.

Caldwell Trust first reported a position in VOD in Q4 2019 and held it in 16 quarters. The position peaked at $12.3K in Q3 2021. 516 funds tracked by Wall St. Rank hold VOD as of Q3 2024.

Caldwell Trust reported no remaining Vodafone position as of Q3 2024 after selling out during the quarter.
Caldwell Trust sold 23 Vodafone shares in Q3 2024, an estimated $204.
Caldwell Trust first reported a position in Vodafone in Q4 2019 and held it in 16 quarters.
Caldwell Trust's Vodafone position peaked at $12.3K in Q3 2021.
516 funds tracked by Wall St. Rank held Vodafone as of Q3 2024.

Based on Caldwell Trust's 13F filing for Q3 2024, filed 24 Sep 2025.