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Wellesley Investment Partners’s Cisco CSCO Stock Holding History

Wellesley Investment Partners’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$731K Sell
18,562
-1,864
-9% -$81.2K 0.25% 39
2020
Q2 		$952K Sell
20,426
-2,543
-11% -$112K 0.34% 28
2020
Q1 		$902K Sell
22,969
-1,422
-6% -$62.4K 0.36% 32
2019
Q4 		$1.17M Buy
24,391
+2,612
+12% +$121K 0.36% 29
2019
Q3 		$1.08M Buy
21,779
+630
+3% +$32.7K 0.35% 31
2019
Q2 		$1.16M Sell
21,149
-7,414
-26% -$409K 0.4% 27
2019
Q1 		$1.54M Sell
28,563
-498
-2% -$24.2K 0.53% 21
2018
Q4 		$1.26M Sell
29,061
-1,140
-4% -$52.2K 0.45% 31
2018
Q3 		$1.47M Buy
30,201
+552
+2% +$24.8K 0.48% 33
2018
Q2 		$1.27M Buy
29,649
+1,655
+6% +$72.3K 0.44% 36
2018
Q1 		$1.2M Sell
27,994
-628
-2% -$26.6K 0.43% 35
2017
Q4 		$1.1M Buy
28,622
+1,864
+7% +$66.6K 0.41% 47
2017
Q3 		$899K Sell
26,758
-1,575
-6% -$50.1K 0.37% 50
2017
Q2 		$886K Buy
28,333
+1,566
+6% +$51K 0.37% 55
2017
Q1 		$904K Buy
26,767
+1,359
+5% +$44.1K 0.4% 45
2016
Q4 		$767K Buy
25,408
+1,676
+7% +$51.1K 0.37% 48
2016
Q3 		$752K Buy
23,732
+12,756
+116% +$392K 0.39% 40
2016
Q2 		$314K Buy
10,976
+1,602
+17% +$45K 0.17% 76
2016
Q1 		$267K Buy
+9,374
New +$241K 0.16% 84

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellesley Investment Partners's CSCO Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Cisco (CSCO) stake by 9.1% in Q3 2020, selling an estimated $81.2K and leaving 18,562 shares worth $731K. The position accounts for 0.25% of the portfolio, ranked #39.

Wellesley Investment Partners first reported a position in CSCO in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.54M in Q1 2019. 2,436 funds tracked by Wall St. Rank hold CSCO as of Q3 2020.

  • Wellesley Investment Partners held 18,562 shares of Cisco worth $731K as of Q3 2020.
  • Wellesley Investment Partners sold 1,864 Cisco shares in Q3 2020, an estimated $81.2K.
  • Cisco made up 0.25% of Wellesley Investment Partners's portfolio in Q3 2020, its #39 holding.
  • Wellesley Investment Partners first reported a position in Cisco in Q1 2016 and has held it in 19 quarters since.
  • Wellesley Investment Partners's Cisco position peaked at $1.54M in Q1 2019.
  • 2,436 funds tracked by Wall St. Rank held Cisco as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.