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 $962M AUM 35.11% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 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 $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lokken Investment Group's TCS Position: Q1 2024 in Review

Lokken Investment Group sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q1 2024, closing a stake of 6,367 shares — an estimated $218K sold.

Lokken Investment Group first reported a position in TCS in Q4 2021 and held it in 9 quarters. The position peaked at $348K in Q1 2022. 66 funds tracked by Wall St. Rank hold TCS as of Q1 2024.

  • Lokken Investment Group reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q1 2024 after selling out during the quarter.
  • Lokken Investment Group sold 6,367 THE CONTAINER STORE GROUP, INC. shares in Q1 2024, an estimated $218K.
  • Lokken Investment Group first reported a position in THE CONTAINER STORE GROUP, INC. in Q4 2021 and held it in 9 quarters.
  • Lokken Investment Group's THE CONTAINER STORE GROUP, INC. position peaked at $348K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q1 2024.

Based on Lokken Investment Group's 13F filing for Q1 2024, filed 14 May 2024.