Johnson Investment Counsel’s CareCloud CCLD Stock Holding History

Johnson Investment Counsel’s Portfolio CCLD Stock Details CCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-50,000	Closed	-$118K	–	834
2025 Q2	$118K	Hold	50,000	–	–	﹤0.01%	798
2025 Q1	$69.5K	Buy	+50,000	New	+$147K	﹤0.01%	794
2024 Q4	–	Sell	-50,000	Closed	-$132K	–	794
2024 Q3	$132K	Hold	50,000	–	–	﹤0.01%	784
2024 Q2	$96K	Hold	50,000	–	–	﹤0.01%	746
2024 Q1	$58K	Hold	50,000	–	–	﹤0.01%	750
2023 Q4	$76K	Hold	50,000	–	–	﹤0.01%	701
2023 Q3	$57.5K	Hold	50,000	–	–	﹤0.01%	665
2023 Q2	$148K	Hold	50,000	–	–	﹤0.01%	649
2023 Q1	$168K	Hold	50,000	–	–	﹤0.01%	637
2022 Q4	$141K	Hold	50,000	–	–	﹤0.01%	638
2022 Q3	$209K	Hold	50,000	–	–	﹤0.01%	607
2022 Q2	$171K	Hold	50,000	–	–	﹤0.01%	624
2022 Q1	$258K	Buy	+50,000	New	+$274K	﹤0.01%	588

Other funds holding CCLD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Johnson Investment Counsel's CCLD Position: Q3 2025 in Review

Johnson Investment Counsel sold out of CareCloud (CCLD) in Q3 2025, closing a stake of 50,000 shares — an estimated $118K sold.

Johnson Investment Counsel first reported a position in CCLD in Q1 2022 and held it in 13 quarters. The position peaked at $258K in Q1 2022. 68 funds tracked by Wall St. Rank hold CCLD as of Q3 2025.

Johnson Investment Counsel reported no remaining CareCloud position as of Q3 2025 after selling out during the quarter.
Johnson Investment Counsel sold 50,000 CareCloud shares in Q3 2025, an estimated $118K.
Johnson Investment Counsel first reported a position in CareCloud in Q1 2022 and held it in 13 quarters.
Johnson Investment Counsel's CareCloud position peaked at $258K in Q1 2022.
68 funds tracked by Wall St. Rank held CareCloud as of Q3 2025.

Based on Johnson Investment Counsel's 13F filing for Q3 2025, filed 6 Nov 2025.