KOCAA
BASE

Knights of Columbus Asset Advisors’s Couchbase BASE Stock Holding History

Knights of Columbus Asset Advisors’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-59,617
Closed -$1.45M – 381
2025
Q2 		$1.45M Sell
59,617
-43,126
-42% -$784K 0.09% 224
2025
Q1 		$1.62M Buy
102,743
+2,732
+3% +$45.3K 0.11% 201
2024
Q4 		$1.56M Buy
100,011
+25,227
+34% +$430K 0.1% 216
2024
Q3 		$1.21M Buy
74,784
+27,694
+59% +$479K 0.08% 230
2024
Q2 		$860K Buy
+47,090
New +$1.1M 0.06% 268

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return