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Michael & Susan Dell Foundation’s Coinbase COIN Stock Holding History

Michael & Susan Dell Foundation’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,399
Closed -$474K – 3
2022
Q4 		$474K Hold
13,399
– – 0.45% 2
2022
Q3 		$864K Hold
13,399
– – 0.82% 3
2022
Q2 		$630K Hold
13,399
– – 0.48% 3
2022
Q1 		$2.54M Buy
+13,399
New +$2.62M 1.53% 4

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Michael & Susan Dell Foundation's COIN Position: Q1 2023 in Review

Michael & Susan Dell Foundation sold out of Coinbase (COIN) in Q1 2023, closing a stake of 13,399 shares — an estimated $474K sold.

Michael & Susan Dell Foundation first reported a position in COIN in Q1 2022 and held it in 4 quarters. The position peaked at $2.54M in Q1 2022. 614 funds tracked by Wall St. Rank hold COIN as of Q1 2023.

  • Michael & Susan Dell Foundation reported no remaining Coinbase position as of Q1 2023 after selling out during the quarter.
  • Michael & Susan Dell Foundation sold 13,399 Coinbase shares in Q1 2023, an estimated $474K.
  • Michael & Susan Dell Foundation first reported a position in Coinbase in Q1 2022 and held it in 4 quarters.
  • Michael & Susan Dell Foundation's Coinbase position peaked at $2.54M in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Coinbase as of Q1 2023.

Based on Michael & Susan Dell Foundation's 13F filing for Q1 2023, filed 15 May 2023.