Sit Investment Associates’s Flex FLEX Stock Holding History

Sit Investment Associates’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262K	Hold	4,000	–	–	0.01%	430
2025 Q4	$242K	Hold	4,000	–	–	﹤0.01%	444
2025 Q3	$232K	Hold	4,000	–	–	﹤0.01%	440
2025 Q2	$200K	Hold	4,000	–	–	﹤0.01%	452
2025 Q1	$132K	Hold	4,000	–	–	﹤0.01%	467
2024 Q4	$154K	Hold	4,000	–	–	﹤0.01%	464
2024 Q3	$134K	Hold	4,000	–	–	﹤0.01%	487
2024 Q2	$118K	Hold	4,000	–	–	﹤0.01%	489
2024 Q1	$114K	Sell	4,000 -1,308	-25%	-$34.3K	﹤0.01%	486
2023 Q4	$122K	Hold	5,308	–	–	﹤0.01%	493
2023 Q3	$108K	Hold	5,308	–	–	﹤0.01%	488
2023 Q2	$111K	Hold	5,308	–	–	﹤0.01%	503
2023 Q1	$92K	Hold	5,308	–	–	﹤0.01%	496
2022 Q4	$86K	Hold	5,308	–	–	﹤0.01%	501
2022 Q3	$67K	Hold	5,308	–	–	﹤0.01%	495
2022 Q2	$58K	Hold	5,308	–	–	﹤0.01%	492
2022 Q1	$74K	Hold	5,308	–	–	﹤0.01%	495
2021 Q4	$73K	Buy	+5,308	New	+$71.8K	﹤0.01%	496
2021 Q3	–	Sell	-5,308	Closed	-$71K	–	493
2021 Q2	$71K	Hold	5,308	–	–	﹤0.01%	505
2021 Q1	$73K	Buy	+5,308	New	+$73.1K	﹤0.01%	503

Other funds holding FLEX

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return