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Howe & Rusling’s Custom Truck One Source CTOS Stock Holding History

Howe & Rusling’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
2021
Q2 		– Sell
-100
Closed -$1K – 963
2021
Q1 		$1K Sell
100
-16
-14% -$130 ﹤0.01% 879
2020
Q4 		$1K Buy
+116
New +$587 ﹤0.01% 867

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return

Howe & Rusling's CTOS Position: Q2 2021 in Review

Howe & Rusling sold out of Custom Truck One Source (CTOS) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Howe & Rusling first reported a position in CTOS in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 71 funds tracked by Wall St. Rank hold CTOS as of Q2 2021.

  • Howe & Rusling reported no remaining Custom Truck One Source position as of Q2 2021 after selling out during the quarter.
  • Howe & Rusling sold 100 Custom Truck One Source shares in Q2 2021, an estimated $1K.
  • Howe & Rusling first reported a position in Custom Truck One Source in Q4 2020 and held it in 2 quarters.
  • Howe & Rusling's Custom Truck One Source position peaked at $1K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2021.

Based on Howe & Rusling's 13F filing for Q2 2021, filed 13 Aug 2021.