Joel Isaacson & Co’s Cadiz CDZI Stock Holding History

Joel Isaacson & Co’s Portfolio CDZI Stock Details CDZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,000	Closed	-$62.4K	–	402
2024 Q4	$62.4K	Sell	12,000 -8,500	-41%	-$30.6K	﹤0.01%	373
2024 Q3	$62.1K	Buy	20,500 +8,500	+71%	+$27.7K	﹤0.01%	364
2024 Q2	$37.1K	Hold	12,000	–	–	﹤0.01%	345
2024 Q1	$34.8K	Hold	12,000	–	–	﹤0.01%	332
2023 Q4	$33.6K	Hold	12,000	–	–	﹤0.01%	308
2023 Q3	$39.7K	Hold	12,000	–	–	﹤0.01%	301
2023 Q2	$48.7K	Hold	12,000	–	–	﹤0.01%	315
2023 Q1	$48.5K	Hold	12,000	–	–	﹤0.01%	320
2022 Q4	$30K	Buy	+12,000	New	+$25K	﹤0.01%	318

Other funds holding CDZI

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

AACA

American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Joel Isaacson & Co's CDZI Position: Q1 2025 in Review

Joel Isaacson & Co sold out of Cadiz (CDZI) in Q1 2025, closing a stake of 12,000 shares — an estimated $62.4K sold.

Joel Isaacson & Co first reported a position in CDZI in Q4 2022 and held it in 9 quarters. The position peaked at $62.4K in Q4 2024. 107 funds tracked by Wall St. Rank hold CDZI as of Q1 2025.

Joel Isaacson & Co reported no remaining Cadiz position as of Q1 2025 after selling out during the quarter.
Joel Isaacson & Co sold 12,000 Cadiz shares in Q1 2025, an estimated $62.4K.
Joel Isaacson & Co first reported a position in Cadiz in Q4 2022 and held it in 9 quarters.
Joel Isaacson & Co's Cadiz position peaked at $62.4K in Q4 2024.
107 funds tracked by Wall St. Rank held Cadiz as of Q1 2025.

Based on Joel Isaacson & Co's 13F filing for Q1 2025, filed 25 Apr 2025.