CT
IDR icon

Cambridge Trust’s Idaho Strategic Resources IDR Stock Holding History

Cambridge Trust’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$21.1K Hold
2,500
– – ﹤0.01% 517
2023
Q4 		$15.8K Hold
2,500
– – ﹤0.01% 531
2023
Q3 		$12.6K Hold
2,500
– – ﹤0.01% 560
2023
Q2 		$13.3K Hold
2,500
– – ﹤0.01% 570
2023
Q1 		$12.2K Hold
2,500
– – ﹤0.01% 609
2022
Q4 		$14K Hold
2,500
– – ﹤0.01% 601
2022
Q3 		$12K Hold
2,500
– – ﹤0.01% 624
2022
Q2 		$20K Buy
+2,500
New +$20.6K ﹤0.01% 604

Other funds holding IDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambridge Trust's IDR Position: Q1 2024 in Review

Cambridge Trust held its Idaho Strategic Resources (IDR) position steady in Q1 2024 at 2,500 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Cambridge Trust first reported a position in IDR in Q2 2022 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold IDR as of Q1 2024.

  • Cambridge Trust held 2,500 shares of Idaho Strategic Resources worth $21.1K as of Q1 2024.
  • Cambridge Trust left its Idaho Strategic Resources share count unchanged in Q1 2024.
  • Idaho Strategic Resources made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #517 holding.
  • Cambridge Trust first reported a position in Idaho Strategic Resources in Q2 2022 and has held it in 8 quarters since.
  • 17 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.