Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
INFO holding history
IHS Markit Ltd. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
INFO overviewAll 13F holders of INFOFull Q2 2025 holdings
- Shares (Q1 2022)
- 0
- Sold out in Q1 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2022 | 0 | $0 | 0.0% | −86,863−100.0% | Sold out | Holders |
| Q4 2021 | 86,863 | $11.5M | 1.1% | −12,363−12.5% | Reduced | Holders |
| Q3 2021 | 99,226 | $11.6M | 1.1% | −49,039−33.1% | Reduced | Holders |
| Q2 2021 | 148,265 | $16.7M | 1.5% | −152,575−50.7% | Reduced | Holders |
| Q1 2021 | 300,840 | $29.1M | 2.7% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.