Rational Advisors’s Ferrari RACE Stock Holding History

Rational Advisors’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,000	Closed	-$436K	–	224
2024 Q1	$436K	Buy	+1,000	New	+$387K	0.04%	96
2023 Q1	–	Sell	-3,600	Closed	-$771K	–	292
2022 Q4	$771K	Hold	3,600	–	–	0.06%	79
2022 Q3	$666K	Buy	+3,600	New	+$718K	0.05%	92
2022 Q1	–	Sell	-4,500	Closed	-$1.17M	–	288
2021 Q4	$1.17M	Buy	+4,500	New	+$1.11M	0.07%	89
2021 Q1	–	Sell	-1,500	Closed	-$344K	–	220
2020 Q4	$344K	Buy	+1,500	New	+$306K	0.09%	139
2020 Q2	–	Sell	-3,921	Closed	-$598K	–	531
2020 Q1	$598K	Hold	3,921	–	–	0.44%	62
2019 Q4	$649K	Sell	3,921 -1,932	-33%	-$313K	0.3%	95
2019 Q3	$902K	Buy	5,853 +1,037	+22%	+$165K	0.35%	89
2019 Q2	$777K	Hold	4,816	–	–	0.28%	124
2019 Q1	$644K	Buy	+4,816	New	+$590K	0.17%	131
2018 Q3	–	Sell	-3,361	Closed	-$454K	–	556
2018 Q2	$454K	Hold	3,361	–	–	0.21%	131
2018 Q1	$405K	Sell	3,361 -2,540	-43%	-$308K	0.19%	161
2017 Q4	$619K	Buy	+5,901	New	+$656K	0.32%	124

Other funds holding RACE

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Bank of America

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return