HIA
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Harbor Investment Advisory’s Consensus Cloud Solutions CCSI Stock Holding History

Harbor Investment Advisory’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-657
Closed -$20.4K – 1212
2023
Q2 		$20.4K Sell
657
-238
-27% -$8.38K ﹤0.01% 897
2023
Q1 		$30.5K Hold
895
– – ﹤0.01% 821
2022
Q4 		$48.1K Hold
895
– – 0.01% 702
2022
Q3 		$42K Buy
895
+135
+18% +$6.95K 0.01% 741
2022
Q2 		$33K Buy
760
+518
+214% +$25.8K 0.01% 797
2022
Q1 		$15K Hold
242
– – ﹤0.01% 983
2021
Q4 		$14K Buy
+242
New +$14.7K ﹤0.01% 1000

Other funds holding CCSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return