RRC
CATC

Relaxing Retirement Coach’s CAMBRIDGE BANCORP CATC Stock Holding History

Relaxing Retirement Coach’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$358K Buy
6,600
+100
+2% +$5.57K 0.11% 57
2023
Q1 		$421K Hold
6,500
– – 0.14% 48
2022
Q4 		$540K Buy
+6,500
New +$556K 0.2% 43

Other funds holding CATC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Relaxing Retirement Coach's CATC Position: Q2 2023 in Review

Relaxing Retirement Coach increased its CAMBRIDGE BANCORP (CATC) stake by 1.5% in Q2 2023, buying an estimated $5.57K and bringing the position to 6,600 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #57.

Relaxing Retirement Coach first reported a position in CATC in Q4 2022 and has held it in 3 quarters since. The position peaked at $540K in Q4 2022. 103 funds tracked by Wall St. Rank hold CATC as of Q2 2023.

  • Relaxing Retirement Coach held 6,600 shares of CAMBRIDGE BANCORP worth $358K as of Q2 2023.
  • Relaxing Retirement Coach bought 100 CAMBRIDGE BANCORP shares in Q2 2023, an estimated $5.57K.
  • CAMBRIDGE BANCORP made up 0.11% of Relaxing Retirement Coach's portfolio in Q2 2023, its #57 holding.
  • Relaxing Retirement Coach first reported a position in CAMBRIDGE BANCORP in Q4 2022 and has held it in 3 quarters since.
  • Relaxing Retirement Coach's CAMBRIDGE BANCORP position peaked at $540K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.