LIG
TCS

Lokken Investment Group’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

Lokken Investment Group’s Portfolio TCS Stock Details TCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,367
Closed -$218K – 149
2023
Q4 		$218K Hold
6,367
– – 0.12% 122
2023
Q3 		$215K Hold
6,367
– – 0.14% 119
2023
Q2 		$300K Buy
6,367
+2,667
+72% +$119K 0.2% 104
2023
Q1 		$190K Hold
3,700
– – 0.14% 118
2022
Q4 		$239K Hold
3,700
– – 0.19% 102
2022
Q3 		$272K Buy
3,700
+667
+22% +$67.3K 0.23% 93
2022
Q2 		$283K Hold
3,033
– – 0.23% 94
2022
Q1 		$348K Buy
3,033
+833
+38% +$116K 0.28% 86
2021
Q4 		$329K Buy
+2,200
New +$372K 0.23% 94

Other funds holding TCS

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
SCP Investment Orinda, California $90.3M AUM 31.98% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return