Douglass Winthrop Advisors’s Trade Desk TTD Stock Holding History

Douglass Winthrop Advisors’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,464	Closed	-$525K	–	297
2024 Q4	$525K	Buy	4,464 +117	+3%	+$14.5K	0.01%	205
2024 Q3	$477K	Hold	4,347	–	–	0.01%	204
2024 Q2	$425K	Buy	4,347 +27	+0.6%	+$2.44K	0.01%	208
2024 Q1	$378K	Hold	4,320	–	–	0.01%	213
2023 Q4	$311K	Hold	4,320	–	–	0.01%	213
2023 Q3	$338K	Hold	4,320	–	–	0.01%	192
2023 Q2	$334K	Hold	4,320	–	–	0.01%	198
2023 Q1	$263K	Buy	+4,320	New	+$230K	0.01%	216
2022 Q4	–	Sell	-4,520	Closed	-$270K	–	244
2022 Q3	$270K	Buy	+4,520	New	+$257K	0.01%	209
2022 Q2	–	Sell	-4,670	Closed	-$323K	–	269
2022 Q1	$323K	Buy	4,670 +650	+16%	+$46.9K	0.01%	226
2021 Q4	$368K	Hold	4,020	–	–	0.01%	223
2021 Q3	$283K	Hold	4,020	–	–	0.01%	240
2021 Q2	$311K	Hold	4,020	–	–	0.01%	236
2021 Q1	$262K	Hold	4,020	–	–	0.01%	244
2020 Q4	$322K	Hold	4,020	–	–	0.01%	220
2020 Q3	$209K	Buy	+4,020	New	+$184K	0.01%	248

Other funds holding TTD

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

T. Rowe Price Investment Management

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management

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