Rise Advisors’s Logitech LOGI Stock Holding History

Rise Advisors’s Portfolio LOGI Stock Details LOGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26	Closed	-$2.34K	–	1173
2024 Q3	$2.34K	Hold	26	–	–	﹤0.01%	1123
2024 Q2	$2.5K	Hold	26	–	–	﹤0.01%	1111
2024 Q1	$2.31K	Hold	26	–	–	﹤0.01%	1129
2023 Q4	$2.46K	Hold	26	–	–	﹤0.01%	442
2023 Q3	$1.78K	Hold	26	–	–	﹤0.01%	482
2023 Q2	$1.52K	Hold	26	–	–	﹤0.01%	545
2023 Q1	$1.48K	Hold	26	–	–	﹤0.01%	607
2022 Q4	$1.59K	Hold	26	–	–	﹤0.01%	598
2022 Q3	$1K	Buy	26 +1	+4%	+$53	﹤0.01%	638
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	644
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	539
2021 Q4	$2.08K	Buy	+25	New	+$2.09K	﹤0.01%	526

Other funds holding LOGI

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Rise Advisors's LOGI Position: Q4 2024 in Review

Rise Advisors sold out of Logitech (LOGI) in Q4 2024, closing a stake of 26 shares — an estimated $2.34K sold.

Rise Advisors first reported a position in LOGI in Q4 2021 and held it in 12 quarters. The position peaked at $2.5K in Q2 2024. 330 funds tracked by Wall St. Rank hold LOGI as of Q4 2024.

Rise Advisors reported no remaining Logitech position as of Q4 2024 after selling out during the quarter.
Rise Advisors sold 26 Logitech shares in Q4 2024, an estimated $2.34K.
Rise Advisors first reported a position in Logitech in Q4 2021 and held it in 12 quarters.
Rise Advisors's Logitech position peaked at $2.5K in Q2 2024.
330 funds tracked by Wall St. Rank held Logitech as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.