CT
WBC

Caldwell Trust’s WABCO HOLDINGS INC. WBC Stock Holding History

Caldwell Trust’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-87
Closed -$11.8K – 828
2019
Q4 		$11.8K Buy
+87
New +$11.7K ﹤0.01% 662

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caldwell Trust's WBC Position: Q1 2020 in Review

Caldwell Trust sold out of WABCO HOLDINGS INC. (WBC) in Q1 2020, closing a stake of 87 shares — an estimated $11.8K sold.

Caldwell Trust first reported a position in WBC in Q4 2019 and held it in 1 quarter. The position peaked at $11.8K in Q4 2019. 315 funds tracked by Wall St. Rank hold WBC as of Q1 2020.

  • Caldwell Trust reported no remaining WABCO HOLDINGS INC. position as of Q1 2020 after selling out during the quarter.
  • Caldwell Trust sold 87 WABCO HOLDINGS INC. shares in Q1 2020, an estimated $11.8K.
  • Caldwell Trust first reported a position in WABCO HOLDINGS INC. in Q4 2019 and held it in 1 quarter.
  • Caldwell Trust's WABCO HOLDINGS INC. position peaked at $11.8K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q1 2020.

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