Zuckerman Investment Group’s C3.ai AI Stock Holding History

Zuckerman Investment Group’s Portfolio AI Stock Details AI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,300	Closed	-$265K	–	140
2025 Q3	$265K	Sell	15,300 -5,000	-25%	-$104K	0.02%	132
2025 Q2	$499K	Hold	20,300	–	–	0.05%	111
2025 Q1	$427K	Buy	20,300 +10,000	+97%	+$284K	0.05%	119
2024 Q4	$321K	Sell	10,300 -3,000	-23%	-$93.1K	0.03%	125
2024 Q3	$322K	Hold	13,300	–	–	0.03%	116
2024 Q2	$385K	Hold	13,300	–	–	0.04%	106
2024 Q1	$360K	Buy	+13,300	New	+$373K	0.04%	111
2023 Q1	–	Sell	-35,300	Closed	-$395K	–	123
2022 Q4	$395K	Buy	+35,300	New	+$442K	0.06%	91

Other funds holding AI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return