EVR Research’s Cardlytics CDLX Stock Holding History

EVR Research’s Portfolio CDLX Stock Details CDLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,000	Closed	-$7.14M	–	26
2020 Q4	$7.14M	Buy	+5,000	New	+$5.33M	5.83%	8

Other funds holding CDLX

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EVR Research's CDLX Position: Q1 2021 in Review

EVR Research sold out of Cardlytics (CDLX) in Q1 2021, closing a stake of 5,000 shares — an estimated $7.14M sold.

EVR Research first reported a position in CDLX in Q4 2020 and held it in 1 quarter. The position peaked at $7.14M in Q4 2020. 204 funds tracked by Wall St. Rank hold CDLX as of Q1 2021.

EVR Research reported no remaining Cardlytics position as of Q1 2021 after selling out during the quarter.
EVR Research sold 5,000 Cardlytics shares in Q1 2021, an estimated $7.14M.
EVR Research first reported a position in Cardlytics in Q4 2020 and held it in 1 quarter.
EVR Research's Cardlytics position peaked at $7.14M in Q4 2020.
204 funds tracked by Wall St. Rank held Cardlytics as of Q1 2021.

Based on EVR Research's 13F filing for Q1 2021, filed 17 May 2021.