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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Optiver Holding

Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return