YIH
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Y-Intercept (HK)’s Custom Truck One Source CTOS Stock Holding History

Y-Intercept (HK)’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34,747
Closed -$215K – 1429
2023
Q4 		$215K Buy
+34,747
New +$205K 0.02% 978

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
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
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Y-Intercept (HK)'s CTOS Position: Q1 2024 in Review

Y-Intercept (HK) sold out of Custom Truck One Source (CTOS) in Q1 2024, closing a stake of 34,747 shares — an estimated $215K sold.

Y-Intercept (HK) first reported a position in CTOS in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 120 funds tracked by Wall St. Rank hold CTOS as of Q1 2024.

  • Y-Intercept (HK) reported no remaining Custom Truck One Source position as of Q1 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 34,747 Custom Truck One Source shares in Q1 2024, an estimated $215K.
  • Y-Intercept (HK) first reported a position in Custom Truck One Source in Q4 2023 and held it in 1 quarter.
  • Y-Intercept (HK)'s Custom Truck One Source position peaked at $215K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2024.

Based on Y-Intercept (HK)'s 13F filing for Q1 2024, filed 10 May 2024.