TCW Group’s Factset FDS Stock Holding History

TCW Group’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,809	Closed	-$6.27M	–	365
2024 Q1	$6.27M	Sell	13,809 -1,484	-10%	-$692K	0.06%	160
2023 Q4	$7.3M	Buy	15,293 +541	+4%	+$243K	0.08%	153
2023 Q3	$6.45M	Sell	14,752 -6,047	-29%	-$2.58M	0.08%	150
2023 Q2	$8.33M	Sell	20,799 -2,489	-11%	-$1M	0.09%	140
2023 Q1	$9.67M	Sell	23,288 -4,953	-18%	-$2.06M	0.12%	130
2022 Q4	$11.3M	Buy	28,241 +2,588	+10%	+$1.1M	0.16%	116
2022 Q3	$10.3M	Buy	25,653 +3,407	+15%	+$1.44M	0.15%	125
2022 Q2	$8.55M	Sell	22,246 -1,275	-5%	-$499K	0.11%	143
2022 Q1	$10.2M	Sell	23,521 -4,026	-15%	-$1.7M	0.1%	146
2021 Q4	$13.4M	Buy	27,547 +16,996	+161%	+$7.62M	0.11%	130
2021 Q3	$4.17K	Buy	+10,551	New	+$3.84M	0.01%	217

Other funds holding FDS

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management

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