Lindbrook Capital’s TaskUs TASK Stock Holding History

Lindbrook Capital’s Portfolio TASK Stock Details TASK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$1.04K	–	2819
2023 Q3	$1.04K	Buy	+100	New	+$1.07K	﹤0.01%	2346
2023 Q2	–	Sell	-469	Closed	-$6.77K	–	2845
2023 Q1	$6.77K	Sell	469 -3	-0.6%	-$52	﹤0.01%	1708
2022 Q4	$7.98K	Sell	472 -228	-33%	-$4.28K	﹤0.01%	1551
2022 Q3	$11K	Hold	700	–	–	﹤0.01%	1297
2022 Q2	$12K	Sell	700 -23	-3%	-$586	﹤0.01%	1196
2022 Q1	$28K	Sell	723 -1,173	-62%	-$41.3K	﹤0.01%	878
2021 Q4	$102K	Buy	+1,896	New	+$103K	0.02%	486

Other funds holding TASK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lindbrook Capital's TASK Position: Q4 2023 in Review

Lindbrook Capital sold out of TaskUs (TASK) in Q4 2023, closing a stake of 100 shares — an estimated $1.04K sold.

Lindbrook Capital first reported a position in TASK in Q4 2021 and held it in 7 quarters. The position peaked at $102K in Q4 2021. 88 funds tracked by Wall St. Rank hold TASK as of Q4 2023.

Lindbrook Capital reported no remaining TaskUs position as of Q4 2023 after selling out during the quarter.
Lindbrook Capital sold 100 TaskUs shares in Q4 2023, an estimated $1.04K.
Lindbrook Capital first reported a position in TaskUs in Q4 2021 and held it in 7 quarters.
Lindbrook Capital's TaskUs position peaked at $102K in Q4 2021.
88 funds tracked by Wall St. Rank held TaskUs as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.