MFT
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Moisand Fitzgerald Tamayo’s Core Laboratories CLB Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-78
Closed -$899 – 580
2025
Q2 		$899 Hold
78
– – ﹤0.01% 543
2025
Q1 		$1.17K Hold
78
– – ﹤0.01% 531
2024
Q4 		$1.35K Hold
78
– – ﹤0.01% 537
2024
Q3 		$1.45K Hold
78
– – ﹤0.01% 545
2024
Q2 		$1.58K Hold
78
– – ﹤0.01% 516
2024
Q1 		$1.33K Hold
78
– – ﹤0.01% 513
2023
Q4 		$1.38K Sell
78
-102
-57% -$2.06K ﹤0.01% 572
2023
Q3 		$4.32K Hold
180
– – ﹤0.01% 450
2023
Q2 		$4.18K Hold
180
– – ﹤0.01% 434
2023
Q1 		$3.97K Hold
180
– – ﹤0.01% 446
2022
Q4 		$3.65K Buy
180
+78
+76% +$1.51K ﹤0.01% 447
2022
Q3 		$1K Buy
+102
New +$1.72K ﹤0.01% 579

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return