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Harbour Capital Advisors’s Custom Truck One Source CTOS Stock Holding History

Harbour Capital Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-54,096
Closed -$335K – 268
2023
Q3 		$335K Sell
54,096
-1,200
-2% -$7.94K 0.1% 181
2023
Q2 		$373K Buy
55,296
+26,700
+93% +$176K 0.11% 165
2023
Q1 		$194K Buy
+28,596
New +$199K 0.06% 252

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harbour Capital Advisors's CTOS Position: Q4 2023 in Review

Harbour Capital Advisors sold out of Custom Truck One Source (CTOS) in Q4 2023, closing a stake of 54,096 shares — an estimated $335K sold.

Harbour Capital Advisors first reported a position in CTOS in Q1 2023 and held it in 3 quarters. The position peaked at $373K in Q2 2023. 115 funds tracked by Wall St. Rank hold CTOS as of Q4 2023.

  • Harbour Capital Advisors reported no remaining Custom Truck One Source position as of Q4 2023 after selling out during the quarter.
  • Harbour Capital Advisors sold 54,096 Custom Truck One Source shares in Q4 2023, an estimated $335K.
  • Harbour Capital Advisors first reported a position in Custom Truck One Source in Q1 2023 and held it in 3 quarters.
  • Harbour Capital Advisors's Custom Truck One Source position peaked at $373K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2023.

Based on Harbour Capital Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.