CGH
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Crossmark Global Holdings’s Pathward Financial CASH Stock Holding History

Crossmark Global Holdings’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,170
Closed -$215K – 1388
2020
Q3 		$215K Hold
11,170
– – 0.01% 1194
2020
Q2 		$203K Buy
11,170
+950
+9% +$16.7K 0.01% 1231
2020
Q1 		$222K Buy
10,220
+20
+0.2% +$659 0.01% 1000
2019
Q4 		$372K Buy
+10,200
New +$347K 0.01% 989
2018
Q4 		– Sell
-26,010
Closed -$239K – 1413
2018
Q3 		$239K Buy
26,010
+16,650
+178% +$498K 0.01% 1456
2018
Q2 		$304K Buy
9,360
+480
+5% +$17.4K 0.01% 1295
2018
Q1 		$323K Sell
8,880
-360
-4% -$12.9K 0.01% 1218
2017
Q4 		$285K Sell
9,240
-3,720
-29% -$108K 0.01% 1400
2017
Q3 		$339K Buy
+12,960
New +$335K 0.01% 1233
2016
Q3 		$339K Buy
+12,960
New +$247K 0.01% 1233

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return