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Cumberland Partners’s Fair Isaac FICO Stock Holding History

Cumberland Partners’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-800
Closed -$931K – 197
2023
Q4 		$931K Sell
800
-900
-53% -$906K 0.09% 125
2023
Q3 		$1.48M Sell
1,700
-100
-6% -$85.8K 0.14% 105
2023
Q2 		$1.46M Sell
1,800
-800
-31% -$600K 0.13% 103
2023
Q1 		$1.83M Sell
2,600
-300
-10% -$200K 0.18% 87
2022
Q4 		$1.74M Sell
2,900
-1,500
-34% -$789K 0.18% 86
2022
Q3 		$1.81M Hold
4,400
– – 0.19% 79
2022
Q2 		$1.76M Buy
4,400
+2,400
+120% +$947K 0.17% 85
2022
Q1 		$933K Sell
2,000
-2,500
-56% -$1.18M 0.07% 120
2021
Q4 		$1.95M Buy
+4,500
New +$1.79M 0.14% 101

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