Schroder Investment Management Group
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Schroder Investment Management Group’s Custom Truck One Source CTOS Stock Holding History

Schroder Investment Management Group’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-819,304
Closed -$4.77M – 1210
2024
Q1 		$4.77M Sell
819,304
-363,099
-31% -$2.25M 0.01% 793
2023
Q4 		$7.31M Sell
1,182,403
-55,096
-4% -$325K 0.01% 692
2023
Q3 		$7.67M Sell
1,237,499
-164,978
-12% -$1.09M 0.01% 663
2023
Q2 		$9.45M Buy
1,402,477
+5,712
+0.4% +$37.6K 0.01% 642
2023
Q1 		$9.48M Buy
1,396,765
+229,020
+20% +$1.59M 0.01% 640
2022
Q4 		$7.38M Buy
1,167,745
+32,628
+3% +$212K 0.01% 699
2022
Q3 		$6.62M Sell
1,135,117
-284,679
-20% -$1.78M 0.01% 716
2022
Q2 		$7.53M Buy
1,419,796
+2,230
+0.2% +$14.2K 0.01% 711
2022
Q1 		$12.4M Sell
1,417,566
-28,308
-2% -$229K 0.02% 622
2021
Q4 		$11.6M Buy
1,445,874
+415,172
+40% +$3.58M 0.02% 586
2021
Q3 		$9.62M Buy
1,030,702
+179,321
+21% +$1.51M 0.01% 643
2021
Q2 		$8.11M Buy
851,381
+14,304
+2% +$141K 0.01% 731
2021
Q1 		$7.83M Buy
837,077
+381,731
+84% +$3.11M 0.01% 720
2020
Q4 		$3.36M Buy
+455,346
New +$2.31M ﹤0.01% 895

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group's CTOS Position: Q2 2024 in Review

Schroder Investment Management Group sold out of Custom Truck One Source (CTOS) in Q2 2024, closing a stake of 819,304 shares — an estimated $4.77M sold.

Schroder Investment Management Group first reported a position in CTOS in Q4 2020 and held it in 14 quarters. The position peaked at $12.4M in Q1 2022. 112 funds tracked by Wall St. Rank hold CTOS as of Q2 2024.

  • Schroder Investment Management Group reported no remaining Custom Truck One Source position as of Q2 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 819,304 Custom Truck One Source shares in Q2 2024, an estimated $4.77M.
  • Schroder Investment Management Group first reported a position in Custom Truck One Source in Q4 2020 and held it in 14 quarters.
  • Schroder Investment Management Group's Custom Truck One Source position peaked at $12.4M in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2024.

Based on Schroder Investment Management Group's 13F filing for Q2 2024, filed 12 Aug 2024.