QL
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Quarry LP’s TOP Financial Group TOP Stock Holding History

Quarry LP’s Portfolio TOP Stock Details TOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,093
Closed -$28K – 1616
2023
Q3 		$28K Buy
1,093
+655
+150% +$20.4K 0.01% 548
2023
Q2 		$20.6K Buy
+438
New +$28.2K 0.01% 579

Other funds holding TOP

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
WealthCollab Bellevue, Washington $276M AUM 33.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quarry LP's TOP Position: Q4 2023 in Review

Quarry LP sold out of TOP Financial Group (TOP) in Q4 2023, closing a stake of 1,093 shares — an estimated $28K sold.

Quarry LP first reported a position in TOP in Q2 2023 and held it in 2 quarters. The position peaked at $28K in Q3 2023. 7 funds tracked by Wall St. Rank hold TOP as of Q4 2023.

  • Quarry LP reported no remaining TOP Financial Group position as of Q4 2023 after selling out during the quarter.
  • Quarry LP sold 1,093 TOP Financial Group shares in Q4 2023, an estimated $28K.
  • Quarry LP first reported a position in TOP Financial Group in Q2 2023 and held it in 2 quarters.
  • Quarry LP's TOP Financial Group position peaked at $28K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held TOP Financial Group as of Q4 2023.

Based on Quarry LP's 13F filing for Q4 2023, filed 14 Feb 2024.