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Westside Investment Management’s Cheesecake Factory CAKE Stock Holding History

Westside Investment Management’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-63
Closed -$2.48K – 994
2024
Q2 		$2.48K Buy
+63
New +$2.33K ﹤0.01% 864

Other funds holding CAKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Westside Investment Management's CAKE Position: Q3 2024 in Review

Westside Investment Management sold out of Cheesecake Factory (CAKE) in Q3 2024, closing a stake of 63 shares — an estimated $2.48K sold.

Westside Investment Management first reported a position in CAKE in Q2 2024 and held it in 1 quarter. The position peaked at $2.48K in Q2 2024. 273 funds tracked by Wall St. Rank hold CAKE as of Q3 2024.

  • Westside Investment Management reported no remaining Cheesecake Factory position as of Q3 2024 after selling out during the quarter.
  • Westside Investment Management sold 63 Cheesecake Factory shares in Q3 2024, an estimated $2.48K.
  • Westside Investment Management first reported a position in Cheesecake Factory in Q2 2024 and held it in 1 quarter.
  • Westside Investment Management's Cheesecake Factory position peaked at $2.48K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.