DLCIG
CDLX icon

D.L. Carlson Investment Group’s Cardlytics CDLX Stock Holding History

D.L. Carlson Investment Group’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,050
Closed -$173K – 142
2023
Q3 		$173K Buy
+1,050
New +$136K 0.03% 130

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Brightlight Capital Management Westport, Connecticut $101M AUM 23.43% 1-Year Est. Return

D.L. Carlson Investment Group's CDLX Position: Q4 2023 in Review

D.L. Carlson Investment Group sold out of Cardlytics (CDLX) in Q4 2023, closing a stake of 1,050 shares — an estimated $173K sold.

D.L. Carlson Investment Group first reported a position in CDLX in Q3 2023 and held it in 1 quarter. The position peaked at $173K in Q3 2023. 124 funds tracked by Wall St. Rank hold CDLX as of Q4 2023.

  • D.L. Carlson Investment Group reported no remaining Cardlytics position as of Q4 2023 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 1,050 Cardlytics shares in Q4 2023, an estimated $173K.
  • D.L. Carlson Investment Group first reported a position in Cardlytics in Q3 2023 and held it in 1 quarter.
  • D.L. Carlson Investment Group's Cardlytics position peaked at $173K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held Cardlytics as of Q4 2023.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2023, filed 16 Feb 2024.