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	–	206
2024 Q2	$40.1K	Buy	+411	New	+$37.1K	﹤0.01%	179
2022 Q4	–	Sell	-106	Closed	-$6K	–	262
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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