Mad River Investors’s RUM Group Inc RUM Stock Holding History

Mad River Investors’s Portfolio RUM Stock Details RUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-16,750	Closed	-$93K	–	28
2024 Q2	$93K	Sell	16,750 -4,750	-22%	-$30.6K	0.06%	26
2024 Q1	$174K	Sell	21,500 -500	-2%	-$3.23K	0.12%	26
2023 Q4	$98.8K	Sell	22,000 -19,500	-47%	-$95.1K	0.09%	25
2023 Q3	$212K	Sell	41,500 -500	-1%	-$3.74K	0.15%	24
2023 Q2	$362K	Sell	42,000 -200	-0.5%	-$1.88K	0.27%	21
2023 Q1	$422K	Hold	42,200	–	–	0.3%	20
2022 Q4	$251K	Sell	42,200 -12,500	-23%	-$120K	0.15%	20
2022 Q3	$670K	Sell	54,700 -2,300	-4%	-$25.2K	0.49%	17
2022 Q2	$568K	Hold	57,000	–	–	0.44%	20
2022 Q1	$677K	Buy	+57,000	New	+$707K	0.52%	20

Other funds holding RUM

Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return