MSCM
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McElhenny Sheffield Capital Management’s Toast TOST Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-40
Closed -$721 – 569
2022
Q4 		$721 Buy
+40
New +$752 ﹤0.01% 603

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HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

McElhenny Sheffield Capital Management's TOST Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Toast (TOST) in Q1 2023, closing a stake of 40 shares — an estimated $721 sold.

McElhenny Sheffield Capital Management first reported a position in TOST in Q4 2022 and held it in 1 quarter. The position peaked at $721 in Q4 2022. 364 funds tracked by Wall St. Rank hold TOST as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Toast position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 40 Toast shares in Q1 2023, an estimated $721.
  • McElhenny Sheffield Capital Management first reported a position in Toast in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Toast position peaked at $721 in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Toast as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.