Gilbert & Cook’s Tradeweb Markets TW Stock Holding History

Gilbert & Cook’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,337	Closed	-$343K	–	235
2023 Q1	$343K	Buy	+4,337	New	+$314K	0.06%	153

Other funds holding TW

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Gilbert & Cook's TW Position: Q2 2023 in Review

Gilbert & Cook sold out of Tradeweb Markets (TW) in Q2 2023, closing a stake of 4,337 shares — an estimated $343K sold.

Gilbert & Cook first reported a position in TW in Q1 2023 and held it in 1 quarter. The position peaked at $343K in Q1 2023. 343 funds tracked by Wall St. Rank hold TW as of Q2 2023.

Gilbert & Cook reported no remaining Tradeweb Markets position as of Q2 2023 after selling out during the quarter.
Gilbert & Cook sold 4,337 Tradeweb Markets shares in Q2 2023, an estimated $343K.
Gilbert & Cook first reported a position in Tradeweb Markets in Q1 2023 and held it in 1 quarter.
Gilbert & Cook's Tradeweb Markets position peaked at $343K in Q1 2023.
343 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2023.

Based on Gilbert & Cook's 13F filing for Q2 2023, filed 14 Aug 2023.