CCG
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Cypress Capital Group’s Cadiz CDZI Stock Holding History

Cypress Capital Group’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$30.3K – 262
2024
Q3 		$30.3K Hold
10,000
– – ﹤0.01% 309
2024
Q2 		$30.9K Hold
10,000
– – ﹤0.01% 293
2024
Q1 		$29K Buy
+10,000
New +$27.5K ﹤0.01% 291
2023
Q4 		– Sell
-15,000
Closed -$49.6K – 297
2023
Q3 		$49.6K Hold
15,000
– – 0.01% 293
2023
Q2 		$60.9K Sell
15,000
-10,000
-40% -$44.2K 0.01% 296
2023
Q1 		$101K Buy
25,000
+10,000
+67% +$40.4K 0.02% 290
2022
Q4 		$37.5K Buy
+15,000
New +$31.2K 0.01% 290

Other funds holding CDZI

WCM
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BlackRock
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LCS
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Vanguard Group
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AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return