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Newfound Research’s Cisco CSCO Stock Holding History

Newfound Research’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$52K Buy
1,308
+24
+2% +$1.06K 0.13% 114
2022
Q2 		$55K Sell
1,284
-1,380
-52% -$66.1K 0.12% 116
2022
Q1 		$149K Buy
2,664
+149
+6% +$8.43K 0.19% 38
2021
Q4 		$159K Buy
2,515
+1,121
+80% +$64K 0.19% 27
2021
Q3 		$76K Buy
+1,394
New +$78.2K 0.12% 93

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newfound Research's CSCO Position: Q3 2022 in Review

Newfound Research increased its Cisco (CSCO) stake by 1.9% in Q3 2022, buying an estimated $1.06K and bringing the position to 1,308 shares worth $52K. The position accounts for 0.13% of the portfolio, ranked #114.

Newfound Research first reported a position in CSCO in Q3 2021 and has held it in 5 quarters since. The position peaked at $159K in Q4 2021. 2,795 funds tracked by Wall St. Rank hold CSCO as of Q3 2022.

  • Newfound Research held 1,308 shares of Cisco worth $52K as of Q3 2022.
  • Newfound Research bought 24 Cisco shares in Q3 2022, an estimated $1.06K.
  • Cisco made up 0.13% of Newfound Research's portfolio in Q3 2022, its #114 holding.
  • Newfound Research first reported a position in Cisco in Q3 2021 and has held it in 5 quarters since.
  • Newfound Research's Cisco position peaked at $159K in Q4 2021.
  • 2,795 funds tracked by Wall St. Rank held Cisco as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.