Fiduciary Alliance’s New York Times NYT Stock Holding History

Fiduciary Alliance’s Portfolio NYT Stock Details NYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-50	Closed	-$1.97K	–	672
2023 Q2	$1.97K	Buy	+50	New	+$1.9K	﹤0.01%	802
2023 Q1	–	Sell	-50	Closed	-$1.62K	–	610
2022 Q4	$1.62K	Buy	+50	New	+$1.63K	﹤0.01%	724

Other funds holding NYT

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

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

Fiduciary Alliance's NYT Position: Q3 2023 in Review

Fiduciary Alliance sold out of New York Times (NYT) in Q3 2023, closing a stake of 50 shares — an estimated $1.97K sold.

Fiduciary Alliance first reported a position in NYT in Q4 2022 and held it in 2 quarters. The position peaked at $1.97K in Q2 2023. 371 funds tracked by Wall St. Rank hold NYT as of Q3 2023.

Fiduciary Alliance reported no remaining New York Times position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 50 New York Times shares in Q3 2023, an estimated $1.97K.
Fiduciary Alliance first reported a position in New York Times in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's New York Times position peaked at $1.97K in Q2 2023.
371 funds tracked by Wall St. Rank held New York Times as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.