IEQ Capital’s TrueCar TRUE Stock Holding History

IEQ Capital’s Portfolio TRUE Stock Details TRUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-56,888	Closed	-$129K	–	967
2023 Q2	$129K	Buy	+56,888	New	+$136K	﹤0.01%	838

Other funds holding TRUE

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IEQ Capital's TRUE Position: Q3 2023 in Review

IEQ Capital sold out of TrueCar (TRUE) in Q3 2023, closing a stake of 56,888 shares — an estimated $129K sold.

IEQ Capital first reported a position in TRUE in Q2 2023 and held it in 1 quarter. The position peaked at $129K in Q2 2023. 101 funds tracked by Wall St. Rank hold TRUE as of Q3 2023.

IEQ Capital reported no remaining TrueCar position as of Q3 2023 after selling out during the quarter.
IEQ Capital sold 56,888 TrueCar shares in Q3 2023, an estimated $129K.
IEQ Capital first reported a position in TrueCar in Q2 2023 and held it in 1 quarter.
IEQ Capital's TrueCar position peaked at $129K in Q2 2023.
101 funds tracked by Wall St. Rank held TrueCar as of Q3 2023.

Based on IEQ Capital's 13F filing for Q3 2023, filed 6 Nov 2023.