TOBAM’s Tyler Technologies TYL Stock Holding History

TOBAM’s Portfolio TYL Stock Details TYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-134	Closed	-$78K	–	340
2024 Q3	$78K	Buy	+134	New	+$75.5K	0.01%	284
2023 Q3	–	Sell	-235	Closed	-$98K	–	407
2023 Q2	$98K	Hold	235	–	–	0.01%	310
2023 Q1	$83K	Buy	235 +99	+73%	+$32.2K	0.01%	306
2022 Q4	$44K	Buy	+136	New	+$44.4K	﹤0.01%	348
2022 Q3	–	Sell	-196	Closed	-$65K	–	474
2022 Q2	$65K	Hold	196	–	–	﹤0.01%	351
2022 Q1	$87K	Buy	196 +101	+106%	+$45.4K	﹤0.01%	320
2021 Q4	$51K	Hold	95	–	–	﹤0.01%	355
2021 Q3	$44K	Hold	95	–	–	﹤0.01%	377
2021 Q2	$43K	Hold	95	–	–	﹤0.01%	367
2021 Q1	$40K	Sell	95 -89	-48%	-$38.5K	﹤0.01%	372
2020 Q4	$80K	Hold	184	–	–	﹤0.01%	271
2020 Q3	$64K	Buy	+184	New	+$63.6K	﹤0.01%	269

Other funds holding TYL

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return