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Touchstone Capital’s Coda Octopus Group CODA Stock Holding History

Touchstone Capital’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.17M Sell
436,942
-76,986
-15% -$536K 4.82% 13
2024
Q2 		$3.1M Sell
513,928
-29,139
-5% -$188K 4.86% 13
2024
Q1 		$3.13M Sell
543,067
-52,317
-9% -$305K 3.93% 12
2023
Q4 		$3.58M Sell
595,384
-16,176
-3% -$101K 3.4% 11
2023
Q3 		$3.79M Buy
611,560
+118,515
+24% +$916K 4.19% 10
2023
Q2 		$4.05M Buy
493,045
+160,564
+48% +$1.4M 4.29% 11
2023
Q1 		$2.43M Sell
332,481
-11,206
-3% -$80.4K 2.69% 10
2022
Q4 		$2.36M Buy
343,687
+65,859
+24% +$416K 2.75% 9
2022
Q3 		$1.5M Sell
277,828
-2,208
-0.8% -$11.1K 1.75% 11
2022
Q2 		$1.4M Hold
280,036
– – 1.38% 12
2022
Q1 		$1.84M Buy
280,036
+16,284
+6% +$108K 1.59% 12
2021
Q4 		$2.11M Buy
263,752
+1,636
+0.6% +$13.5K 1.69% 12
2021
Q3 		$2.35M Hold
262,116
– – 2.14% 11
2021
Q2 		$2.27M Sell
262,116
-857
-0.3% -$7.31K 2.05% 12
2021
Q1 		$2.33M Hold
262,973
– – 2.14% 11
2020
Q4 		$1.65M Buy
+262,973
New +$1.55M 1.68% 11

Other funds holding CODA

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Touchstone Capital's CODA Position: Q3 2024 in Review

Touchstone Capital reduced its Coda Octopus Group (CODA) stake by 15% in Q3 2024, selling an estimated $536K and leaving 436,942 shares worth $3.17M. The position accounts for 4.82% of the portfolio, ranked #13.

Touchstone Capital first reported a position in CODA in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.05M in Q2 2023. 29 funds tracked by Wall St. Rank hold CODA as of Q3 2024.

  • Touchstone Capital held 436,942 shares of Coda Octopus Group worth $3.17M as of Q3 2024.
  • Touchstone Capital sold 76,986 Coda Octopus Group shares in Q3 2024, an estimated $536K.
  • Coda Octopus Group made up 4.82% of Touchstone Capital's portfolio in Q3 2024, its #13 holding.
  • Touchstone Capital first reported a position in Coda Octopus Group in Q4 2020 and has held it in 16 quarters since.
  • Touchstone Capital's Coda Octopus Group position peaked at $4.05M in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Coda Octopus Group as of Q3 2024.

Based on Touchstone Capital's 13F filing for Q3 2024, filed 16 Oct 2024.