Montag & Caldwell’s Akamai AKAM Stock Holding History

Montag & Caldwell’s Portfolio AKAM Stock Details AKAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,586	Closed	-$272K	–	69
2020 Q4	$272K	Sell	2,586 -2,580	-50%	-$270K	0.02%	67
2020 Q3	$571K	Sell	5,166 -1,895	-27%	-$210K	0.03%	50
2020 Q2	$756K	Hold	7,061	–	–	0.05%	36
2020 Q1	$646K	Buy	7,061 +37	+0.5%	+$3.43K	0.04%	34
2019 Q4	$607K	Hold	7,024	–	–	0.03%	39
2019 Q3	$642K	Buy	7,024 +454	+7%	+$39.4K	0.03%	34
2019 Q2	$527K	Buy	6,570 +2,025	+45%	+$157K	0.03%	46
2019 Q1	$326K	Buy	4,545 +183	+4%	+$12.4K	0.02%	63
2018 Q4	$266K	Buy	4,362 +647	+17%	+$43K	0.01%	67
2018 Q3	$272K	Sell	3,715 -3,035	-45%	-$228K	0.01%	61
2018 Q2	$494K	Buy	6,750 +1,972	+41%	+$148K	0.02%	56
2018 Q1	$339K	Sell	4,778 -680	-12%	-$46.3K	0.01%	68
2017 Q4	$355K	Buy	+5,458	New	+$302K	0.01%	67
2017 Q3	–	Sell	-5,485	Closed	-$273K	–	82
2017 Q2	$273K	Sell	5,485 -1,560	-22%	-$82.3K	0.01%	72
2017 Q1	$421K	Buy	+7,045	New	+$463K	0.01%	74
2015 Q4	–	Sell	-9,891	Closed	-$683K	–	101
2015 Q3	$683K	Buy	9,891 +220	+2%	+$15.9K	0.01%	63
2015 Q2	$675K	Buy	9,671 +3,948	+69%	+$293K	0.01%	65
2015 Q1	$407K	Buy	+5,723	New	+$378K	﹤0.01%	94

Other funds holding AKAM

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Montag & Caldwell's AKAM Position: Q1 2021 in Review

Montag & Caldwell sold out of Akamai (AKAM) in Q1 2021, closing a stake of 2,586 shares — an estimated $272K sold.

Montag & Caldwell first reported a position in AKAM in Q1 2015 and held it in 18 quarters. The position peaked at $756K in Q2 2020. 716 funds tracked by Wall St. Rank hold AKAM as of Q1 2021.

Montag & Caldwell reported no remaining Akamai position as of Q1 2021 after selling out during the quarter.
Montag & Caldwell sold 2,586 Akamai shares in Q1 2021, an estimated $272K.
Montag & Caldwell first reported a position in Akamai in Q1 2015 and held it in 18 quarters.
Montag & Caldwell's Akamai position peaked at $756K in Q2 2020.
716 funds tracked by Wall St. Rank held Akamai as of Q1 2021.

Based on Montag & Caldwell's 13F filing for Q1 2021, filed 11 May 2021.