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Surevest’s InterDigital IDCC Stock Holding History

Surevest’s Portfolio IDCC Stock Details IDCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1K Hold
21
– – ﹤0.01% 460
2022
Q2 		$1K Hold
21
– – ﹤0.01% 495
2022
Q1 		$1K Hold
21
– – ﹤0.01% 469
2021
Q4 		$2K Buy
+21
New +$1.46K ﹤0.01% 407

Other funds holding IDCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Surevest's IDCC Position: Q3 2022 in Review

Surevest held its InterDigital (IDCC) position steady in Q3 2022 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Surevest first reported a position in IDCC in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q4 2021. 231 funds tracked by Wall St. Rank hold IDCC as of Q3 2022.

  • Surevest held 21 shares of InterDigital worth $1K as of Q3 2022.
  • Surevest left its InterDigital share count unchanged in Q3 2022.
  • InterDigital made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #460 holding.
  • Surevest first reported a position in InterDigital in Q4 2021 and has held it in 4 quarters since.
  • Surevest's InterDigital position peaked at $2K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held InterDigital as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.