PCM
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Prelude Capital Management’s Pathward Financial CASH Stock Holding History

Prelude Capital Management’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,662
Closed -$201K – 1820
2022
Q1 		$201K Buy
+3,662
New +$208K 0.01% 1263
2016
Q4 		– Sell
-600
Closed -$12K – 1565
2016
Q3 		$12K Sell
600
-1,200
-67% -$22.9K ﹤0.01% 1406
2016
Q2 		$31K Buy
+1,800
New +$29.4K ﹤0.01% 1154
2015
Q3 		– Sell
-1,350
Closed -$19K – 1498
2015
Q2 		$19K Buy
+1,350
New +$18.5K ﹤0.01% 1382
2014
Q4 		– Sell
-4,500
Closed -$53K – 1920
2014
Q3 		$53K Sell
4,500
-4,500
-50% -$56.2K 0.01% 1376
2014
Q2 		$120K Buy
9,000
+5,100
+131% +$67.1K 0.02% 1023
2014
Q1 		$58K Buy
+3,900
New +$54.5K 0.01% 1243

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return