PCM
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Prelude Capital Management’s The Oncology Institute TOI Stock Holding History

Prelude Capital Management’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,880
Closed -$41.5K – 1553
2025
Q3 		$41.5K Buy
+11,880
New +$40.7K ﹤0.01% 1110
2024
Q1 		– Sell
-19,629
Closed -$40K – 1560
2023
Q4 		$40K Sell
19,629
-30,240
-61% -$52.4K ﹤0.01% 1082
2023
Q3 		$69.8K Buy
49,869
+8,652
+21% +$8.96K 0.01% 1020
2023
Q2 		$22.7K Buy
+41,217
New +$21.8K ﹤0.01% 1009

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DM
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CP
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KWM
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JAIC
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Geode Capital Management
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WC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return