Dudley & Shanley’s Clear Secure YOU Stock Holding History

Dudley & Shanley’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,800	Closed	-$273K	–	38
2023 Q2	$273K	Hold	11,800	–	–	0.05%	36
2023 Q1	$309K	Buy	+11,800	New	+$335K	0.06%	36

Other funds holding YOU

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Dudley & Shanley's YOU Position: Q3 2023 in Review

Dudley & Shanley sold out of Clear Secure (YOU) in Q3 2023, closing a stake of 11,800 shares — an estimated $273K sold.

Dudley & Shanley first reported a position in YOU in Q1 2023 and held it in 2 quarters. The position peaked at $309K in Q1 2023. 181 funds tracked by Wall St. Rank hold YOU as of Q3 2023.

Dudley & Shanley reported no remaining Clear Secure position as of Q3 2023 after selling out during the quarter.
Dudley & Shanley sold 11,800 Clear Secure shares in Q3 2023, an estimated $273K.
Dudley & Shanley first reported a position in Clear Secure in Q1 2023 and held it in 2 quarters.
Dudley & Shanley's Clear Secure position peaked at $309K in Q1 2023.
181 funds tracked by Wall St. Rank held Clear Secure as of Q3 2023.

Based on Dudley & Shanley's 13F filing for Q3 2023, filed 13 Oct 2023.