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Osterweis Capital Management’s Trade Desk TTD Stock Holding History

Osterweis Capital Management’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-411
Closed -$40.1K – 204
2024
Q2 		$40.1K Buy
+411
New +$37.1K ﹤0.01% 179
2022
Q4 		– Sell
-106
Closed -$6K – 260
2022
Q3 		$6K Buy
+106
New +$6.03K ﹤0.01% 216
2017
Q4 		– Sell
-686,350
Closed -$4.22M – 111
2017
Q3 		$4.22M Buy
686,350
+175,200
+34% +$947K 0.32% 47
2017
Q2 		$2.56M Buy
+511,150
New +$2.34M 0.2% 65

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osterweis Capital Management's TTD Position: Q3 2024 in Review

Osterweis Capital Management sold out of Trade Desk (TTD) in Q3 2024, closing a stake of 411 shares — an estimated $40.1K sold.

Osterweis Capital Management first reported a position in TTD in Q2 2017 and held it in 4 quarters. The position peaked at $4.22M in Q3 2017. 1,059 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

  • Osterweis Capital Management reported no remaining Trade Desk position as of Q3 2024 after selling out during the quarter.
  • Osterweis Capital Management sold 411 Trade Desk shares in Q3 2024, an estimated $40.1K.
  • Osterweis Capital Management first reported a position in Trade Desk in Q2 2017 and held it in 4 quarters.
  • Osterweis Capital Management's Trade Desk position peaked at $4.22M in Q3 2017.
  • 1,059 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on Osterweis Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.