TCWP’s Acushnet Holdings GOLF Stock Holding History

TCWP’s Portfolio GOLF Stock Details GOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-98,633	Closed	-$5.02M	–	200
2023 Q1	$5.02M	Sell	98,633 -1,745	-2%	-$84.6K	0.95%	30
2022 Q4	$4.26M	Buy	+100,378	New	+$4.52M	0.87%	36

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

TCWP's GOLF Position: Q2 2023 in Review

TCWP sold out of Acushnet Holdings (GOLF) in Q2 2023, closing a stake of 98,633 shares — an estimated $5.02M sold.

TCWP first reported a position in GOLF in Q4 2022 and held it in 2 quarters. The position peaked at $5.02M in Q1 2023. 215 funds tracked by Wall St. Rank hold GOLF as of Q2 2023.

TCWP reported no remaining Acushnet Holdings position as of Q2 2023 after selling out during the quarter.
TCWP sold 98,633 Acushnet Holdings shares in Q2 2023, an estimated $5.02M.
TCWP first reported a position in Acushnet Holdings in Q4 2022 and held it in 2 quarters.
TCWP's Acushnet Holdings position peaked at $5.02M in Q1 2023.
215 funds tracked by Wall St. Rank held Acushnet Holdings as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.