Cambridge Trust’s MBIA MBI Stock Holding History

Cambridge Trust’s Portfolio MBI Stock Details MBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.03K	Hold	300	–	–	﹤0.01%	630
2023 Q4	$1.84K	Hold	300	–	–	﹤0.01%	664
2023 Q3	$2.16K	Hold	300	–	–	﹤0.01%	666
2023 Q2	$2.59K	Hold	300	–	–	﹤0.01%	660
2023 Q1	$2.78K	Hold	300	–	–	﹤0.01%	709
2022 Q4	$4K	Hold	300	–	–	﹤0.01%	726
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	753
2022 Q2	$4K	Hold	300	–	–	﹤0.01%	762
2022 Q1	$5K	Hold	300	–	–	﹤0.01%	810
2021 Q4	$5K	Buy	+300	New	+$3.96K	﹤0.01%	895

Other funds holding MBI

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cambridge Trust's MBI Position: Q1 2024 in Review

Cambridge Trust held its MBIA (MBI) position steady in Q1 2024 at 300 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Cambridge Trust first reported a position in MBI in Q4 2021 and has held it in 10 quarters since. The position peaked at $5K in Q1 2022. 132 funds tracked by Wall St. Rank hold MBI as of Q1 2024.

Cambridge Trust held 300 shares of MBIA worth $2.03K as of Q1 2024.
Cambridge Trust left its MBIA share count unchanged in Q1 2024.
MBIA made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #630 holding.
Cambridge Trust first reported a position in MBIA in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's MBIA position peaked at $5K in Q1 2022.
132 funds tracked by Wall St. Rank held MBIA as of Q1 2024.

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