Day Gain | ||
Gain | ||
Market Val | ||
Costs | ||
Cash | ||
Portfolio | ||
Realized | ||
Dividend |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-11-07 | 2024-09 | 0.27 | N/A | N/A | N/A |
2024-08-07 | 2024-06 | 0.2 | 0.26 | 0.06 | 30.00% |
2024-05-08 | 2024-03 | 0.16 | 0.2 | 0.04 | 25.00% |
2024-02-13 | 2023-12 | 0.31 | 0.34 | 0.03 | 9.68% |
2023-11-02 | 2023-09 | 0.15 | 0.24 | 0.09 | 60.00% |
2023-08-02 | 2023-06 | 0.06 | 0.14 | 0.08 | 133.33% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-10-15 | Loop Capital | Upgrade | Hold | Hold |
2023-10-11 | Seaport Global | Upgrade | Buy | |
2023-09-25 | JMP Securities | Upgrade | Market Outperform | Market Outperform |
2023-08-30 | Canaccord Genuity | Upgrade | Hold | Buy |
2023-08-28 | Roth MKM | Upgrade | Buy | Buy |
2023-08-21 | Wedbush | Upgrade | Outperform |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2022-11-22 | Ashe (Robert Gerard) | Director of Issuer | 523.73K | Conversion or exchange |
2022-11-24 | Finkelstein (Harley Michael) | Senior Officer of Issuer | 29.04K | Exercise of rights |
2022-06-27 | Goodman (Gail Faye) | Director of Issuer | 59.14K | Stock split or consolidation |
2022-06-27 | Hertz (Jessica) | Senior Officer of Issuer | 1.47K | Stock split or consolidation |
2022-06-27 | Johnston, Colleen | Director of Issuer | 11.12K | Stock split or consolidation |
2022-06-27 | Levine (Jeremy S) | Director of Issuer | 720.52K | Stock split or consolidation |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Baillie Gifford and Company | 65.55M | 4.23B | 5.44% |
2023-06-29 | Morgan Stanley | 63.40M | 4.10B | 5.26% |
2023-06-29 | Capital Research Global Investors | 47.19M | 3.05B | 3.92% |
2023-06-29 | Vanguard Group Inc | 40.29M | 2.60B | 3.34% |
2023-06-29 | Price (T.Rowe) Associates Inc | 33.55M | 2.17B | 2.78% |
2023-06-29 | FMR, LLC | 31.10M | 2.01B | 2.58% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Europacific Growth Fund | 30.70M | 1.98B | 2.55% |
2023-06-29 | Growth Fund Of America Inc | 17.09M | 1.10B | 1.42% |
2023-07-30 | Vanguard International Stock Index-Total Intl Stock Indx | 15.25M | 1.03B | 1.27% |
2023-05-30 | Vanguard U.S. Growth Fund | 11.08M | 633.46M | 0.92% |
2023-06-29 | JP Morgan Large Cap Growth Fund | 10.69M | 690.39M | 0.89% |
2023-06-29 | Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | 9.03M | 583.37M | 0.75% |
Split | Date |
---|---|
10 : 1 | 2022-06-29 |
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