Pathstone Family Office’s Vodafone VOD Stock Holding History

Pathstone Family Office’s Portfolio VOD Stock Details VOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$949K	Buy	100,091 +14,501	+17%	+$137K	0.01%	734
2023 Q2	$841K	Buy	85,590 +36,754	+75%	+$386K	0.01%	541
2023 Q1	$539K	Sell	48,836 -73,862	-60%	-$841K	0.01%	659
2022 Q4	$1.34M	Sell	122,698 -27,455	-18%	-$308K	0.01%	655
2022 Q3	$1.7M	Buy	150,153 +134,466	+857%	+$1.88M	0.02%	501
2022 Q2	$251K	Buy	+15,687	New	+$251K	0.01%	868
2020 Q3	–	Sell	-6,532	Closed	-$104K	–	1003
2020 Q2	$104K	Hold	6,532	–	–	0.01%	225
2020 Q1	$90K	Buy	+6,532	New	+$117K	0.01%	235
2019 Q4	–	Sell	-432	Closed	-$9K	–	630
2019 Q3	$9K	Hold	432	–	–	﹤0.01%	497
2019 Q2	$7K	Sell	432 -286	-40%	-$4.92K	﹤0.01%	552
2019 Q1	$13K	Buy	+718	New	+$13.3K	﹤0.01%	481
2018 Q4	–	Sell	-110	Closed	-$2K	–	568
2018 Q3	$2K	Buy	+110	New	+$2.56K	﹤0.01%	215
2013 Q3	–	Sell	-25	Closed	-$1K	–	431
2013 Q2	$1K	Buy	+25	New	+$746	﹤0.01%	363

Other funds holding VOD

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Family Office's VOD Position: Q3 2023 in Review

Pathstone Family Office increased its Vodafone (VOD) stake by 17% in Q3 2023, buying an estimated $137K and bringing the position to 100,091 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #734.

Pathstone Family Office first reported a position in VOD in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.7M in Q3 2022. 508 funds tracked by Wall St. Rank hold VOD as of Q3 2023.

Pathstone Family Office held 100,091 shares of Vodafone worth $949K as of Q3 2023.
Pathstone Family Office bought 14,501 Vodafone shares in Q3 2023, an estimated $137K.
Vodafone made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #734 holding.
Pathstone Family Office first reported a position in Vodafone in Q2 2013 and has held it in 13 quarters since.
Pathstone Family Office's Vodafone position peaked at $1.7M in Q3 2022.
508 funds tracked by Wall St. Rank held Vodafone as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.