Paloma Partners’s Adtran ADTN Stock Holding History

Paloma Partners’s Portfolio ADTN Stock Details ADTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-69,800	Closed	-$763K	–	2028
2020 Q2	$763K	Buy	+69,800	New	+$721K	0.01%	1033

Other funds holding ADTN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Paloma Partners's ADTN Position: Q4 2024 in Review

Paloma Partners sold out of Adtran (ADTN) in Q4 2024, closing a stake of 11,496 shares — an estimated $68.2K sold.

Paloma Partners first reported a position in ADTN in Q2 2014 and held it in 17 quarters. The position peaked at $838K in Q2 2016. 159 funds tracked by Wall St. Rank hold ADTN as of Q4 2024.

Paloma Partners reported no remaining Adtran position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 11,496 Adtran shares in Q4 2024, an estimated $68.2K.
Paloma Partners first reported a position in Adtran in Q2 2014 and held it in 17 quarters.
Paloma Partners's Adtran position peaked at $838K in Q2 2016.
159 funds tracked by Wall St. Rank held Adtran as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.