GW
CATC

GW & Wade’s CAMBRIDGE BANCORP CATC Stock Holding History

GW & Wade’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$851K Buy
+12,258
New +$749K 0.03% 244

Other funds holding CATC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

GW & Wade's CATC Position: Q4 2023 in Review

GW & Wade opened a new position in CAMBRIDGE BANCORP (CATC) in Q4 2023: 12,258 shares worth $851K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings.

120 funds tracked by Wall St. Rank hold CATC as of Q4 2023.

  • GW & Wade held 12,258 shares of CAMBRIDGE BANCORP worth $851K as of Q4 2023.
  • CAMBRIDGE BANCORP was a new GW & Wade position in Q4 2023.
  • CAMBRIDGE BANCORP made up 0.03% of GW & Wade's portfolio in Q4 2023, its #244 holding.
  • 120 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.