EI
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EAM Investors’s Pathward Financial CASH Stock Holding History

EAM Investors’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,919
Closed -$2.69M – 245
2025
Q1 		$2.69M Sell
36,919
-10,202
-22% -$778K 0.47% 107
2024
Q4 		$3.47M Buy
+47,121
New +$3.59M 0.49% 105
2017
Q2 		– Sell
-72,480
Closed -$2.14M – 301
2017
Q1 		$2.14M Sell
72,480
-23,754
-25% -$734K 0.34% 154
2016
Q4 		$3.3M Sell
96,234
-127,083
-57% -$3.55M 0.44% 63
2016
Q3 		$4.51M Buy
223,317
+144,780
+184% +$2.76M 0.61% 17
2016
Q2 		$1.33M Hold
78,537
– – 0.2% 210
2016
Q1 		$1.19M Sell
78,537
-41,646
-35% -$574K 0.19% 208
2015
Q4 		$1.84M Buy
120,183
+471
+0.4% +$6.85K 0.24% 171
2015
Q3 		$1.67M Buy
+119,712
New +$1.83M 0.26% 180
2014
Q2 		– Sell
-134,163
Closed -$2.01M – 326
2014
Q1 		$2.01M Sell
134,163
-3,942
-3% -$55.1K 0.36% 88
2013
Q4 		$1.86M Sell
138,105
-885
-0.6% -$11.1K 0.33% 99
2013
Q3 		$1.76M Buy
+138,990
New +$1.48M 0.35% 90

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return