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Cumberland Partners’s Spotify SPOT Stock Holding History

Cumberland Partners’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,000
Closed -$1.74M – 186
2025
Q4 		$1.74M Buy
3,000
+750
+33% +$469K 0.11% 115
2025
Q3 		$1.57M Sell
2,250
-500
-18% -$350K 0.1% 118
2025
Q2 		$2.11M Sell
2,750
-1,150
-29% -$738K 0.15% 100
2025
Q1 		$2.15M Buy
3,900
+150
+4% +$83.8K 0.17% 96
2024
Q4 		$1.68M Buy
3,750
+250
+7% +$107K 0.12% 112
2024
Q3 		$1.29M Buy
3,500
+500
+17% +$166K 0.09% 130
2024
Q2 		$941K Buy
+3,000
New +$903K 0.07% 134
2020
Q4 		– Sell
-7,197
Closed -$1.75M – 177
2020
Q3 		$1.75M Hold
7,197
– – 0.18% 86
2020
Q2 		$1.86M Sell
7,197
-2,309
-24% -$396K 0.19% 89
2020
Q1 		$1.15M Sell
9,506
-364
-4% -$51.5K 0.14% 91
2019
Q4 		$1.48M Buy
9,870
+300
+3% +$41.2K 0.13% 95
2019
Q3 		$1.09M Buy
9,570
+150
+2% +$21.2K 0.1% 97
2019
Q2 		$1.38M Buy
9,420
+100
+1% +$13.8K 0.13% 96
2019
Q1 		$1.29M Buy
9,320
+90
+1% +$12.3K 0.13% 97
2018
Q4 		$1.05M Buy
9,230
+230
+3% +$32.1K 0.12% 98
2018
Q3 		$1.63M Buy
+9,000
New +$1.65M 0.16% 92

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Wellington Management Group
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Jennison Associates
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return