Clarkston Capital Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Clarkston Capital Partners’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37	Closed	-$3.84K	–	174
2023 Q3	$3.84K	Buy	+37	New	+$3.92K	﹤0.01%	162
2016 Q1	–	Sell	-2,115	Closed	-$232K	–	134
2015 Q4	$232K	Sell	2,115 -300	-12%	-$33.2K	0.02%	119
2015 Q3	$267K	Sell	2,415 -50	-2%	-$5.58K	0.02%	120
2015 Q2	$276K	Sell	2,465 -100	-4%	-$11.3K	0.03%	126
2015 Q1	$291K	Buy	2,565 +10	+0.4%	+$1.13K	0.03%	123
2014 Q4	$286K	Sell	2,555 -100	-4%	-$11.3K	0.04%	167
2014 Q3	$298K	Buy	+2,655	New	+$304K	0.05%	124
2014 Q2	–	Sell	-2,355	Closed	-$264K	–	143
2014 Q1	$264K	Hold	2,355	–	–	0.05%	135
2013 Q4	$259K	Buy	+2,355	New	+$263K	0.1%	101

Other funds holding TIP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Clarkston Capital Partners's TIP Position: Q4 2023 in Review

Clarkston Capital Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2023, closing a stake of 37 shares — an estimated $3.84K sold.

Clarkston Capital Partners first reported a position in TIP in Q4 2013 and held it in 9 quarters. The position peaked at $298K in Q3 2014. 1,102 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

Clarkston Capital Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
Clarkston Capital Partners sold 37 iShares TIPS Bond ETF shares in Q4 2023, an estimated $3.84K.
Clarkston Capital Partners first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 9 quarters.
Clarkston Capital Partners's iShares TIPS Bond ETF position peaked at $298K in Q3 2014.
1,102 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Clarkston Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.