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Carmel Capital Partners’s Taylor Devices TAYD Stock Holding History

Carmel Capital Partners’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-43
Closed -$916 – 629
2023
Q3 		$916 Buy
+43
New +$965 ﹤0.01% 678

Other funds holding TAYD

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Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Carmel Capital Partners's TAYD Position: Q4 2023 in Review

Carmel Capital Partners sold out of Taylor Devices (TAYD) in Q4 2023, closing a stake of 43 shares — an estimated $916 sold.

Carmel Capital Partners first reported a position in TAYD in Q3 2023 and held it in 1 quarter. The position peaked at $916 in Q3 2023. 23 funds tracked by Wall St. Rank hold TAYD as of Q4 2023.

  • Carmel Capital Partners reported no remaining Taylor Devices position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 43 Taylor Devices shares in Q4 2023, an estimated $916.
  • Carmel Capital Partners first reported a position in Taylor Devices in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Taylor Devices position peaked at $916 in Q3 2023.
  • 23 funds tracked by Wall St. Rank held Taylor Devices as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.