NewEdge Advisors’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

NewEdge Advisors’s Portfolio TCS Stock Details TCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Hold	0	–	-$16	–	3682
2023 Q2	–	Sell	-56	Closed	-$2.49K	–	3460
2023 Q1	$2.88K	Sell	56 -255	-82%	-$17K	﹤0.01%	2945
2022 Q4	$16.5K	Buy	+311	New	+$22.5K	﹤0.01%	2194
2021 Q1	–	Sell	-796	Closed	-$114K	–	1122
2020 Q4	$114K	Buy	+796	New	+$116K	﹤0.01%	919

Other funds holding TCS

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return

NewEdge Advisors's TCS Position: Q3 2023 in Review

NewEdge Advisors held its THE CONTAINER STORE GROUP, INC. (TCS) position steady in Q3 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3682.

NewEdge Advisors first reported a position in TCS in Q4 2020 and has held it in 3 quarters since. The position peaked at $114K in Q4 2020. 75 funds tracked by Wall St. Rank hold TCS as of Q3 2023.

NewEdge Advisors held 0 shares of THE CONTAINER STORE GROUP, INC. worth $0 as of Q3 2023.
NewEdge Advisors left its THE CONTAINER STORE GROUP, INC. share count unchanged in Q3 2023.
THE CONTAINER STORE GROUP, INC. made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2023, its #3682 holding.
NewEdge Advisors first reported a position in THE CONTAINER STORE GROUP, INC. in Q4 2020 and has held it in 3 quarters since.
NewEdge Advisors's THE CONTAINER STORE GROUP, INC. position peaked at $114K in Q4 2020.
75 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.