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Stanley-Laman Group’s Clear Secure YOU Stock Holding History

Stanley-Laman Group’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,425
Closed -$539K – 327
2025
Q2 		$539K Sell
19,425
-1,640
-8% -$41.8K 0.08% 193
2025
Q1 		$546K Sell
21,065
-1,491
-7% -$37.1K 0.08% 187
2024
Q4 		$601K Sell
22,556
-1,524
-6% -$46K 0.08% 186
2024
Q3 		$798K Sell
24,080
-9,927
-29% -$256K 0.11% 173
2024
Q2 		$636K Sell
34,007
-3,858
-10% -$69.8K 0.09% 173
2024
Q1 		$805K Buy
37,865
+3,529
+10% +$70.2K 0.11% 166
2023
Q4 		$709K Sell
34,336
-2,448
-7% -$47.6K 0.11% 164
2023
Q3 		$700K Sell
36,784
-486
-1% -$10.8K 0.12% 160
2023
Q2 		$864K Sell
37,270
-2,891
-7% -$71.5K 0.14% 151
2023
Q1 		$1.05M Sell
40,161
-15,613
-28% -$443K 0.19% 145
2022
Q4 		$1.53M Sell
55,774
-7,460
-12% -$205K 0.29% 126
2022
Q3 		$1.45M Buy
+63,234
New +$1.55M 0.27% 125

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return