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Oak Family Advisors’s New York Times NYT Stock Holding History

Oak Family Advisors’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,685
Closed -$595K – 139
2024
Q3 		$595K Hold
10,685
– – 0.21% 85
2024
Q2 		$547K Buy
10,685
+231
+2% +$10.9K 0.21% 86
2024
Q1 		$452K Buy
10,454
+69
+0.7% +$3.14K 0.17% 86
2023
Q4 		$509K Hold
10,385
– – 0.21% 85
2023
Q3 		$428K Hold
10,385
– – 0.2% 81
2023
Q2 		$409K Hold
10,385
– – 0.19% 86
2023
Q1 		$404K Sell
10,385
-2
-0% -$74 0.2% 82
2022
Q4 		$337K Buy
10,387
+2,908
+39% +$94.8K 0.18% 87
2022
Q3 		$215K Buy
7,479
+165
+2% +$5.04K 0.14% 106
2022
Q2 		$204K Buy
7,314
+1,981
+37% +$71.6K 0.12% 122
2022
Q1 		$244K Hold
5,333
– – 0.12% 126
2021
Q4 		$258K Buy
5,333
+78
+1% +$3.85K 0.12% 136
2021
Q3 		$259K Buy
+5,255
New +$249K 0.14% 127

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return