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Winton Group’s Coda Octopus Group CODA Stock Holding History

Winton Group’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
2020
Q4 		– Sell
-21,369
Closed -$118K – 1343
2020
Q3 		$118K Buy
21,369
+818
+4% +$4.73K ﹤0.01% 1390
2020
Q2 		$106K Buy
20,551
+6,002
+41% +$31.6K ﹤0.01% 1397
2020
Q1 		$82K Sell
14,549
-2,857
-16% -$19K ﹤0.01% 1337
2019
Q4 		$146K Buy
+17,406
New +$133K ﹤0.01% 1469

Other funds holding CODA

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
TC
Touchstone Capital Pittsburgh, Pennsylvania $195M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Winton Group's CODA Position: Q4 2020 in Review

Winton Group sold out of Coda Octopus Group (CODA) in Q4 2020, closing a stake of 21,369 shares — an estimated $118K sold.

Winton Group first reported a position in CODA in Q4 2019 and held it in 4 quarters. The position peaked at $146K in Q4 2019. 20 funds tracked by Wall St. Rank hold CODA as of Q4 2020.

  • Winton Group reported no remaining Coda Octopus Group position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 21,369 Coda Octopus Group shares in Q4 2020, an estimated $118K.
  • Winton Group first reported a position in Coda Octopus Group in Q4 2019 and held it in 4 quarters.
  • Winton Group's Coda Octopus Group position peaked at $146K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Coda Octopus Group as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.