Means Investment Company’s Trade Desk TTD Stock Holding History

Means Investment Company’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,736	Closed	-$204K	–	207
2024 Q4	$204K	Sell	1,736 -100	-5%	-$12.4K	0.02%	202
2024 Q3	$201K	Buy	+1,836	New	+$183K	0.02%	203
2024 Q2	–	Sell	-2,335	Closed	-$204K	–	198
2024 Q1	$204K	Buy	+2,335	New	+$177K	0.03%	194
2022 Q2	–	Sell	-3,121	Closed	-$216K	–	199
2022 Q1	$216K	Sell	3,121 -500	-14%	-$36.1K	0.04%	185
2021 Q4	$332K	Buy	+3,621	New	+$317K	0.06%	149
2021 Q3	–	Sell	-2,775	Closed	-$215K	–	213
2021 Q2	$215K	Buy	+2,775	New	+$177K	0.04%	180
2020 Q2	–	Sell	-11,870	Closed	-$290K	–	157
2020 Q1	$290K	Buy	11,870 +3,950	+50%	+$102K	0.11%	101
2019 Q4	$223K	Buy	+7,920	New	+$178K	0.07%	130

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Means Investment Company's TTD Position: Q1 2025 in Review

Means Investment Company sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,736 shares — an estimated $204K sold.

Means Investment Company first reported a position in TTD in Q4 2019 and held it in 8 quarters. The position peaked at $332K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Means Investment Company reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Means Investment Company sold 1,736 Trade Desk shares in Q1 2025, an estimated $204K.
Means Investment Company first reported a position in Trade Desk in Q4 2019 and held it in 8 quarters.
Means Investment Company's Trade Desk position peaked at $332K in Q4 2021.
1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Means Investment Company's 13F filing for Q1 2025, filed 21 Apr 2025.