Institutional & Family Asset Management’s Logitech LOGI Stock Holding History

Institutional & Family Asset Management’s Portfolio LOGI Stock Details LOGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13	Closed	-$772	–	741
2023 Q2	$772	Hold	13	–	–	﹤0.01%	648
2023 Q1	$755	Sell	13 -9	-41%	-$512	﹤0.01%	648
2022 Q4	$1.37K	Hold	22	–	–	﹤0.01%	578
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	648
2022 Q2	$1K	Sell	22 -11	-33%	-$677	﹤0.01%	665
2022 Q1	$2K	Buy	33 +8	+32%	+$620	﹤0.01%	650
2021 Q4	$2K	Buy	25 +12	+92%	+$1K	﹤0.01%	673
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	846
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	827
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	874
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	841
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	797
2020 Q2	$1K	Buy	+13	New	+$693	﹤0.01%	785

Other funds holding LOGI

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Institutional & Family Asset Management's LOGI Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Logitech (LOGI) in Q3 2023, closing a stake of 13 shares — an estimated $772 sold.

Institutional & Family Asset Management first reported a position in LOGI in Q2 2020 and held it in 13 quarters. The position peaked at $2K in Q1 2022. 242 funds tracked by Wall St. Rank hold LOGI as of Q3 2023.

Institutional & Family Asset Management reported no remaining Logitech position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 13 Logitech shares in Q3 2023, an estimated $772.
Institutional & Family Asset Management first reported a position in Logitech in Q2 2020 and held it in 13 quarters.
Institutional & Family Asset Management's Logitech position peaked at $2K in Q1 2022.
242 funds tracked by Wall St. Rank held Logitech as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.