O'Brien Wealth Partners’s CAMBRIDGE BANCORP CATC Stock Holding History

O'Brien Wealth Partners’s Portfolio CATC Stock Details CATC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,289	Closed	-$206K	–	57
2021 Q4	$206K	Buy	+2,289	New	+$209K	0.07%	39
2020 Q1	–	Sell	-3,204	Closed	-$244K	–	47
2019 Q4	$244K	Hold	3,204	–	–	0.17%	37
2019 Q3	$240K	Hold	3,204	–	–	0.19%	33
2019 Q2	$261K	Hold	3,204	–	–	0.19%	30
2019 Q1	$265K	Hold	3,204	–	–	0.19%	31
2018 Q4	$241K	Hold	3,204	–	–	0.17%	33
2018 Q3	$288K	Buy	+3,204	New	+$288K	0.19%	28
2018 Q2	–	Sell	-3,204	Closed	-$280K	–	183
2018 Q1	$280K	Hold	3,204	–	–	0.19%	25
2017 Q4	$258K	Buy	+3,204	New	+$242K	0.16%	28

Other funds holding CATC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return