Y-Intercept (HK)’s Cushman & Wakefield Ltd CWK Stock Holding History

Y-Intercept (HK)’s Portfolio CWK Stock Details CWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Sell	148,220 -36,277	-20%	-$487K	0.04%	708
2026 Q1	$2.26M	Buy	184,497 +116,997	+173%	+$1.68M	0.04%	659
2025 Q4	$1.09M	Sell	67,500 -49,079	-42%	-$778K	0.02%	943
2025 Q3	$1.86M	Buy	+116,579	New	+$1.64M	0.04%	648
2024 Q2	–	Sell	-28,459	Closed	-$298K	–	1488
2024 Q1	$298K	Sell	28,459 -11,154	-28%	-$113K	0.02%	955
2023 Q4	$428K	Buy	39,613 +26,639	+205%	+$222K	0.04%	668
2023 Q3	$98.9K	Buy	+12,974	New	+$117K	0.01%	975
2022 Q4	–	Sell	-27,697	Closed	-$317K	–	1059
2022 Q3	$317K	Buy	+27,697	New	+$418K	0.03%	687
2022 Q1	–	Sell	-9,976	Closed	-$222K	–	765
2021 Q4	$222K	Buy	+9,976	New	+$193K	0.05%	487

Other funds holding CWK

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return