Winslow Evans & Crocker’s Nasdaq NDAQ Stock Holding History

Winslow Evans & Crocker’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$14K	Hold	327	–	–	﹤0.01%	876
2020 Q3	$13K	Hold	327	–	–	﹤0.01%	704
2020 Q2	$13K	Sell	327 -3	-0.9%	-$112	﹤0.01%	686
2020 Q1	$12K	Hold	330	–	–	﹤0.01%	671
2019 Q4	$12K	Hold	330	–	–	﹤0.01%	781
2019 Q3	$12K	Hold	330	–	–	﹤0.01%	763
2019 Q2	$12K	Hold	330	–	–	﹤0.01%	777
2019 Q1	$10K	Hold	330	–	–	﹤0.01%	824
2018 Q4	$10K	Hold	330	–	–	﹤0.01%	775
2018 Q3	$10K	Sell	330 -828	-72%	-$25.5K	﹤0.01%	799
2018 Q2	$36K	Buy	1,158 +828	+251%	+$24.9K	0.01%	559
2018 Q1	$9.4K	Hold	330	–	–	﹤0.01%	804
2017 Q4	$8.38K	Hold	330	–	–	﹤0.01%	841
2017 Q3	$8.46K	Buy	330 +3	+0.9%	+$75	﹤0.01%	847
2017 Q2	$7.79K	Sell	327 -3	-0.9%	-$69	﹤0.01%	969
2017 Q1	$7.57K	Hold	330	–	–	﹤0.01%	951
2016 Q4	$7.32K	Hold	330	–	–	﹤0.01%	955
2016 Q3	$7.36K	Hold	330	–	–	﹤0.01%	978
2016 Q2	$7.05K	Buy	330 +3	+0.9%	+$64	﹤0.01%	963
2016 Q1	$7.24K	Sell	327 -3	-0.9%	-$62	﹤0.01%	950
2015 Q4	$6.34K	Hold	330	–	–	﹤0.01%	1009
2015 Q3	$5.81K	Hold	330	–	–	﹤0.01%	997
2015 Q2	$5.32K	Hold	330	–	–	﹤0.01%	1070
2015 Q1	$5.55K	Hold	330	–	–	﹤0.01%	1006
2014 Q4	$5.23K	Sell	330 -1,734	-84%	-$25.5K	﹤0.01%	1033
2014 Q3	$29.1K	Buy	2,064 +1,485	+256%	+$20.8K	0.01%	670
2014 Q2	$7.45K	Buy	579 +252	+77%	+$3.08K	﹤0.01%	932
2014 Q1	$4.03K	Hold	327	–	–	﹤0.01%	1074
2013 Q4	$4K	Buy	+327	New	+$4K	﹤0.01%	1182

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Winslow Evans & Crocker's NDAQ Position: Q4 2020 in Review

Winslow Evans & Crocker held its Nasdaq (NDAQ) position steady in Q4 2020 at 327 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Winslow Evans & Crocker first reported a position in NDAQ in Q4 2013 and has held it in 29 quarters since. The position peaked at $36K in Q2 2018. 590 funds tracked by Wall St. Rank hold NDAQ as of Q4 2020.

Winslow Evans & Crocker held 327 shares of Nasdaq worth $14K as of Q4 2020.
Winslow Evans & Crocker left its Nasdaq share count unchanged in Q4 2020.
Nasdaq made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #876 holding.
Winslow Evans & Crocker first reported a position in Nasdaq in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Nasdaq position peaked at $36K in Q2 2018.
590 funds tracked by Wall St. Rank held Nasdaq as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.