Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-23,915,277
Closed -$193M 32
2025
Q4
$193M Buy
+23,915,277
New +$199M 0.02% 532
2025
Q3
Sell
-25,953,363
Closed -$220M 33
2025
Q2
$220M Buy
25,953,363
+1,735,313
+7% +$14.2M 0.03% 455
2025
Q1
$197M Buy
24,218,050
+1,957,019
+9% +$14.8M 0.03% 459
2024
Q4
$154M Buy
22,261,031
+10,529,927
+90% +$76.7M 0.02% 536
2024
Q3
$84.8M Sell
11,731,104
-6,427,167
-35% -$47.2M 0.01% 742
2024
Q2
$138M Sell
18,158,271
-2,960,441
-14% -$20.5M 0.02% 533
2024
Q1
$142M Buy
21,118,712
+19,671,549
+1,359% +$131M 0.02% 545
2023
Q4
$9.87M Buy
1,447,163
+601,529
+71% +$3.75M ﹤0.01% 1483
2023
Q3
$5.07M Buy
845,634
+473,800
+127% +$2.95M ﹤0.01% 1670
2023
Q2
$2.24M Sell
371,834
-1,535,773
-81% -$9.62M ﹤0.01% 1859
2023
Q1
$13.8M Sell
1,907,607
-160,139
-8% -$1.31M ﹤0.01% 1436
2022
Q4
$18.8M Buy
2,067,746
+157,520
+8% +$1.4M ﹤0.01% 1304
2022
Q3
$14.3M Buy
1,910,226
+349,580
+22% +$2.64M ﹤0.01% 1384
2022
Q2
$9.6M Buy
1,560,646
+116,225
+8% +$810K ﹤0.01% 1569
2022
Q1
$11M Buy
1,444,421
+316,300
+28% +$2.41M ﹤0.01% 1676
2021
Q4
$9.49M Sell
1,128,121
-111,600
-9% -$951K ﹤0.01% 1779
2021
Q3
$10M Buy
1,239,721
+779,280
+169% +$7.18M ﹤0.01% 1764
2021
Q2
$4.97M Sell
460,441
-1,165,548
-72% -$11.7M ﹤0.01% 1909
2021
Q1
$13.7M Sell
1,625,989
-84,437
-5% -$731K ﹤0.01% 1688
2020
Q4
$13.4M Sell
1,710,426
-413,927
-19% -$3.25M ﹤0.01% 1692
2020
Q3
$17.4M Buy
2,124,353
+116,480
+6% +$1.13M ﹤0.01% 1511
2020
Q2
$16M Hold
2,007,873
﹤0.01% 1565
2020
Q1
$8.67M Sell
2,007,873
-47,747
-2% -$289K ﹤0.01% 1671
2019
Q4
$16.3M Hold
2,055,620
﹤0.01% 1629
2019
Q3
$12.9M Sell
2,055,620
-1,188,228
-37% -$6.74M ﹤0.01% 1686
2019
Q2
$19.9M Sell
3,243,848
-1,348,029
-29% -$8.58M 0.01% 1510
2019
Q1
$29.3M Sell
4,591,877
-1,135,293
-20% -$8.2M 0.01% 1226
2018
Q4
$34.4M Sell
5,727,170
-65,189
-1% -$491K 0.01% 1008
2018
Q3
$54.4M Buy
5,792,359
+239,200
+4% +$2.13M 0.02% 802
2018
Q2
$48M Buy
5,553,159
+303,159
+6% +$2.52M 0.02% 857
2018
Q1
$41.6M Buy
+5,250,000
New +$57.5M 0.02% 916

Other funds holding ADT