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Evelyn Partners Investment Management’s Cadiz CDZI Stock Holding History

Evelyn Partners Investment Management’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.71K Hold
1,366
– – ﹤0.01% 367
2025
Q4 		$7.66K Hold
1,366
– – ﹤0.01% 371
2025
Q3 		$6.45K Hold
1,366
– – ﹤0.01% 370
2025
Q2 		$4.08K Hold
1,366
– – ﹤0.01% 377
2025
Q1 		$4K Hold
1,366
– – ﹤0.01% 379
2024
Q4 		$7.1K Buy
+1,366
New +$4.92K ﹤0.01% 373

Other funds holding CDZI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn Partners Investment Management's CDZI Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Cadiz (CDZI) position steady in Q1 2026 at 1,366 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Evelyn Partners Investment Management first reported a position in CDZI in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.66K in Q4 2025. 139 funds tracked by Wall St. Rank hold CDZI as of Q1 2026.

  • Evelyn Partners Investment Management held 1,366 shares of Cadiz worth $6.71K as of Q1 2026.
  • Evelyn Partners Investment Management left its Cadiz share count unchanged in Q1 2026.
  • Cadiz made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #367 holding.
  • Evelyn Partners Investment Management first reported a position in Cadiz in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Cadiz position peaked at $7.66K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Cadiz as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.