Smith Group Asset Management’s Trade Desk TTD Stock Holding History

Smith Group Asset Management’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
2025 Q1	–	Sell	-14,230	Closed	-$1.67M	–	201
2024 Q4	$1.67M	Sell	14,230 -1,570	-10%	-$194K	0.12%	70
2024 Q3	$1.73M	Buy	15,800 +4,390	+38%	+$438K	0.14%	51
2024 Q2	$1.11M	Sell	11,410 -1,190	-9%	-$107K	0.1%	56
2024 Q1	$1.1M	Buy	12,600 +160	+1%	+$12.1K	0.06%	111
2023 Q4	$895K	Buy	+12,440	New	+$914K	0.05%	113
2022 Q1	$5.01M	Hold	72,300	–	–	0.26%	79
2021 Q4	$6.63M	Buy	72,300 +4,620	+7%	+$405K	0.3%	73
2021 Q3	$4.76M	Sell	67,680 -250	-0.4%	-$19.3K	0.24%	82
2021 Q2	$5.25M	Hold	67,930	–	–	0.26%	76
2021 Q1	$4.43M	Buy	+67,930	New	+$5.25M	0.23%	78
2020 Q2	–	Sell	-358,300	Closed	-$6.92M	–	370
2020 Q1	$6.92M	Sell	358,300 -32,700	-8%	-$846K	0.38%	63
2019 Q4	$10.2M	Sell	391,000 -190,000	-33%	-$4.28M	0.43%	65
2019 Q3	$10.9M	Sell	581,000 -3,000	-0.5%	-$71.4K	0.38%	74
2019 Q2	$13.3M	Buy	+584,000	New	+$12.6M	0.45%	71

Other funds holding TTD

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates

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

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

T. Rowe Price Investment Management

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management

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