Elm Advisors’s Cisco CSCO Stock Holding History

Elm Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,640	Closed	-$73K	–	122
2020 Q4	$73K	Buy	+1,640	New	+$67.4K	0.04%	136
2018 Q4	–	Sell	-1,715	Closed	-$83K	–	119
2018 Q3	$83K	Buy	+1,715	New	+$77.1K	0.06%	129

Other funds holding CSCO

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elm Advisors's CSCO Position: Q1 2021 in Review

Elm Advisors sold out of Cisco (CSCO) in Q1 2021, closing a stake of 1,640 shares — an estimated $73K sold.

Elm Advisors first reported a position in CSCO in Q3 2018 and held it in 2 quarters. The position peaked at $83K in Q3 2018. 2,672 funds tracked by Wall St. Rank hold CSCO as of Q1 2021.

Elm Advisors reported no remaining Cisco position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,640 Cisco shares in Q1 2021, an estimated $73K.
Elm Advisors first reported a position in Cisco in Q3 2018 and held it in 2 quarters.
Elm Advisors's Cisco position peaked at $83K in Q3 2018.
2,672 funds tracked by Wall St. Rank held Cisco as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.