Cyrus J. Lawrence’s PTC PTC Stock Holding History

Cyrus J. Lawrence’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-395	Closed	-$72K	–	136
2024 Q4	$72K	Hold	395	–	–	0.01%	101
2024 Q3	$71K	Hold	395	–	–	0.01%	100
2024 Q2	$71K	Hold	395	–	–	0.01%	96
2024 Q1	$74K	Buy	+395	New	+$71.2K	0.02%	94
2023 Q3	$55K	Hold	395	–	–	0.02%	98
2023 Q2	$56	Hold	395	–	–	0.01%	100
2023 Q1	$51K	Hold	395	–	–	0.01%	105
2022 Q4	$47K	Hold	395	–	–	0.01%	119
2022 Q3	$41K	Hold	395	–	–	0.01%	120
2022 Q2	$42K	Hold	395	–	–	0.01%	156
2022 Q1	$43K	Buy	+395	New	+$44.4K	0.01%	159

Other funds holding PTC

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fernbridge Capital Management Los Angeles, California $1.56B AUM 12.38% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return