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Leap Investments’s Cardlytics CDLX Stock Holding History

Leap Investments’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-362
Closed -$227K – 384
2019
Q4 		$227K Sell
362
-1,335
-79% -$653K 0.11% 302
2019
Q3 		$569K Buy
+1,697
New +$544K 0.28% 115

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Leap Investments's CDLX Position: Q1 2020 in Review

Leap Investments sold out of Cardlytics (CDLX) in Q1 2020, closing a stake of 362 shares — an estimated $227K sold.

Leap Investments first reported a position in CDLX in Q3 2019 and held it in 2 quarters. The position peaked at $569K in Q3 2019. 142 funds tracked by Wall St. Rank hold CDLX as of Q1 2020.

  • Leap Investments reported no remaining Cardlytics position as of Q1 2020 after selling out during the quarter.
  • Leap Investments sold 362 Cardlytics shares in Q1 2020, an estimated $227K.
  • Leap Investments first reported a position in Cardlytics in Q3 2019 and held it in 2 quarters.
  • Leap Investments's Cardlytics position peaked at $569K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held Cardlytics as of Q1 2020.

Based on Leap Investments's 13F filing for Q1 2020, filed 15 May 2020.