Montag & Associates’s Tiffany & Co. TIF Stock Holding History

Montag & Associates’s Portfolio TIF Stock Details TIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-300	Closed	-$39K	–	902
2020 Q4	$39K	Buy	+300	New	+$38.4K	﹤0.01%	571
2018 Q4	–	Sell	-7,573	Closed	-$977K	–	329
2018 Q3	$977K	Buy	7,573 +4,529	+149%	+$592K	0.09%	181
2018 Q2	$401K	Buy	+3,044	New	+$348K	0.04%	229

Other funds holding TIF

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Montag & Associates's TIF Position: Q1 2021 in Review

Montag & Associates sold out of Tiffany & Co. (TIF) in Q1 2021, closing a stake of 300 shares — an estimated $39K sold.

Montag & Associates first reported a position in TIF in Q2 2018 and held it in 3 quarters. The position peaked at $977K in Q3 2018. 1 fund tracked by Wall St. Rank holds TIF as of Q1 2021.

Montag & Associates reported no remaining Tiffany & Co. position as of Q1 2021 after selling out during the quarter.
Montag & Associates sold 300 Tiffany & Co. shares in Q1 2021, an estimated $39K.
Montag & Associates first reported a position in Tiffany & Co. in Q2 2018 and held it in 3 quarters.
Montag & Associates's Tiffany & Co. position peaked at $977K in Q3 2018.
1 fund tracked by Wall St. Rank held Tiffany & Co. as of Q1 2021.

Based on Montag & Associates's 13F filing for Q1 2021, filed 14 May 2021.