Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.9M Sell
2,108,228
-2,922,105
-58% -$21.9M 0.03% 902
2025
Q4
$40.6M Buy
5,030,333
+2,579,894
+105% +$21.4M 0.08% 479
2025
Q3
$21.3M Buy
2,450,439
+1,761,247
+256% +$15.1M 0.05% 708
2025
Q2
$5.84M Buy
+689,192
New +$5.64M 0.01% 1358
2024
Q1
Sell
-411,008
Closed -$2.8M 3951
2023
Q4
$2.8M Sell
411,008
-36,139
-8% -$225K 0.01% 1776
2023
Q3
$2.68M Buy
447,147
+395,708
+769% +$2.47M 0.01% 1592
2023
Q2
$310K Sell
51,439
-658,880
-93% -$4.13M ﹤0.01% 2942
2023
Q1
$5.14M Sell
710,319
-123,644
-15% -$1.01M 0.04% 872
2022
Q4
$7.56M Buy
833,963
+571,348
+218% +$5.08M 0.05% 635
2022
Q3
$1.97M Sell
262,615
-27,636
-10% -$208K 0.02% 1334
2022
Q2
$1.78M Buy
290,251
+269,645
+1,309% +$1.88M 0.02% 1267
2022
Q1
$156K Buy
+20,606
New +$157K ﹤0.01% 2534
2021
Q4
Sell
-91,374
Closed -$739K 3117
2021
Q3
$739K Buy
+91,374
New +$842K 0.01% 1748
2021
Q2
Sell
-409,802
Closed -$3.46M 3175
2021
Q1
$3.46M Sell
409,802
-272,471
-40% -$2.36M 0.03% 797
2020
Q4
$5.36M Buy
682,273
+287,753
+73% +$2.26M 0.05% 458
2020
Q3
$3.22M Buy
+394,520
New +$3.84M 0.05% 487
2020
Q2
Sell
-784,725
Closed -$3.39M 2188
2020
Q1
$3.39M Buy
784,725
+320,482
+69% +$1.94M 0.09% 288
2019
Q4
$3.68M Sell
464,243
-38,382
-8% -$303K 0.02% 612
2019
Q3
$3.15M Buy
502,625
+261,558
+109% +$1.48M 0.03% 643
2019
Q2
$1.48M Sell
241,067
-132,666
-35% -$845K 0.01% 1018
2019
Q1
$2.39M Buy
373,733
+165,249
+79% +$1.19M 0.03% 705
2018
Q4
$1.25M Sell
208,484
-143,295
-41% -$1.08M 0.01% 841
2018
Q3
$3.3M Buy
351,779
+25,779
+8% +$230K 0.04% 537
2018
Q2
$2.82M Buy
326,000
+170,523
+110% +$1.42M 0.04% 535
2018
Q1
$1.23M Buy
+155,477
New +$1.7M 0.02% 723

Other funds holding ADT