Creative Planning’s Sadot Group SDOT Stock Holding History

Creative Planning’s Portfolio SDOT Stock Details SDOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8	Closed	-$7.11K	–	3670
2024 Q3	$7.11K	Hold	8	–	–	﹤0.01%	3176
2024 Q2	$6.4K	Hold	8	–	–	﹤0.01%	3023
2024 Q1	$5.01K	Sell	8 -1	-11%	-$714	﹤0.01%	2886
2023 Q4	$6.96K	Sell	9 -1	-10%	-$1.17K	﹤0.01%	2725
2023 Q3	$14.6K	Buy	10 +1	+11%	+$2.16K	﹤0.01%	2615
2023 Q2	$20.7K	Hold	9	–	–	﹤0.01%	2506
2023 Q1	$18.6K	Hold	9	–	–	﹤0.01%	2410
2022 Q4	$15.9K	Hold	9	–	–	﹤0.01%	2324
2022 Q3	$7K	Hold	9	–	–	﹤0.01%	2249
2022 Q2	$7K	Hold	9	–	–	﹤0.01%	2215
2022 Q1	$9K	Hold	9	–	–	﹤0.01%	2203
2021 Q4	$13K	Hold	9	–	–	﹤0.01%	2051
2021 Q3	$20K	Buy	+9	New	+$21.1K	﹤0.01%	2046

Other funds holding SDOT

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's SDOT Position: Q4 2024 in Review

Creative Planning sold out of Sadot Group (SDOT) in Q4 2024, closing a stake of 8 shares — an estimated $7.11K sold.

Creative Planning first reported a position in SDOT in Q3 2021 and held it in 13 quarters. The position peaked at $20.7K in Q2 2023. 10 funds tracked by Wall St. Rank hold SDOT as of Q4 2024.

Creative Planning reported no remaining Sadot Group position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 8 Sadot Group shares in Q4 2024, an estimated $7.11K.
Creative Planning first reported a position in Sadot Group in Q3 2021 and held it in 13 quarters.
Creative Planning's Sadot Group position peaked at $20.7K in Q2 2023.
10 funds tracked by Wall St. Rank held Sadot Group as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.