Roosevelt Investment Group’s Trade Desk TTD Stock Holding History

Roosevelt Investment Group’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$440K	Hold	7,360	–	–	0.03%	186
2022 Q2	$308K	Hold	7,360	–	–	0.02%	219
2022 Q1	$510K	Hold	7,360	–	–	0.03%	191
2021 Q4	$674K	Hold	7,360	–	–	0.04%	168
2021 Q3	$517K	Hold	7,360	–	–	0.03%	171
2021 Q2	$569K	Sell	7,360 -30	-0.4%	-$1.92K	0.03%	169
2021 Q1	$482K	Sell	7,390 -2,610	-26%	-$202K	0.03%	177
2020 Q4	$801K	Hold	10,000	–	–	0.06%	137
2020 Q3	$519K	Hold	10,000	–	–	0.04%	146
2020 Q2	$406K	Buy	+10,000	New	+$301K	0.04%	117

Other funds holding TTD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Roosevelt Investment Group's TTD Position: Q3 2022 in Review

Roosevelt Investment Group held its Trade Desk (TTD) position steady in Q3 2022 at 7,360 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #186.

Roosevelt Investment Group first reported a position in TTD in Q2 2020 and has held it in 10 quarters since. The position peaked at $801K in Q4 2020. 741 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

Roosevelt Investment Group held 7,360 shares of Trade Desk worth $440K as of Q3 2022.
Roosevelt Investment Group left its Trade Desk share count unchanged in Q3 2022.
Trade Desk made up 0.03% of Roosevelt Investment Group's portfolio in Q3 2022, its #186 holding.
Roosevelt Investment Group first reported a position in Trade Desk in Q2 2020 and has held it in 10 quarters since.
Roosevelt Investment Group's Trade Desk position peaked at $801K in Q4 2020.
741 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.