MIA
CBT icon

Milestone Investment Advisors’s Cabot Corp CBT Stock Holding History

Milestone Investment Advisors’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,141
Closed -$79K – 177
2023
Q3 		$79K Buy
+1,141
New +$79.3K 0.02% 160
2023
Q2 		– Sell
-1,141
Closed -$87.4K – 173
2023
Q1 		$87.4K Buy
+1,141
New +$85.5K 0.03% 157

Other funds holding CBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Investment Advisors's CBT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Cabot Corp (CBT) in Q4 2023, closing a stake of 1,141 shares — an estimated $79K sold.

Milestone Investment Advisors first reported a position in CBT in Q1 2023 and held it in 2 quarters. The position peaked at $87.4K in Q1 2023. 334 funds tracked by Wall St. Rank hold CBT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Cabot Corp position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,141 Cabot Corp shares in Q4 2023, an estimated $79K.
  • Milestone Investment Advisors first reported a position in Cabot Corp in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Cabot Corp position peaked at $87.4K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Cabot Corp as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.