Covestor’s Tiptree Inc TIPT Stock Holding History

Covestor’s Portfolio TIPT Stock Details TIPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Sell	62 -54	-47%	-$924	﹤0.01%	2150
2025 Q4	$2K	Sell	116 -9	-7%	-$164	﹤0.01%	1959
2025 Q3	$2K	Buy	125 +26	+26%	+$579	﹤0.01%	1989
2025 Q2	$2K	Sell	99 -22	-18%	-$491	﹤0.01%	1899
2025 Q1	$3K	Sell	121 -37	-23%	-$787	﹤0.01%	1805
2024 Q4	$3K	Buy	158 +94	+147%	+$1.97K	﹤0.01%	1829
2024 Q3	$1K	Buy	64 +23	+56%	+$427	﹤0.01%	2102
2024 Q2	$1K	Buy	+41	New	+$686	﹤0.01%	2130
2023 Q2	–	Sell	-39	Closed	-$1K	–	2668
2023 Q1	$1K	Sell	39 -107	-73%	-$1.63K	﹤0.01%	1901
2022 Q4	$2K	Sell	146 -85	-37%	-$1.09K	﹤0.01%	1811
2022 Q3	$2K	Buy	+231	New	+$2.63K	﹤0.01%	1744

Other funds holding TIPT

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Veradace Capital Management Dallas, Texas $112M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return