Advisors Preferred’s Carpenter Technology CRS Stock Holding History

Advisors Preferred’s Portfolio CRS Stock Details CRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,734	Closed	-$865K	–	213
2025 Q1	$865K	Sell	4,734 -1,405	-23%	-$271K	0.12%	113
2024 Q4	$1.08M	Buy	+6,139	New	+$1.05M	0.17%	72
2019 Q2	–	Sell	-410	Closed	-$19K	–	223
2019 Q1	$19K	Buy	+410	New	+$18.3K	0.01%	170
2018 Q2	–	Sell	-2,534	Closed	-$112K	–	214
2018 Q1	$112K	Buy	+2,534	New	+$128K	0.05%	101

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

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

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

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Advisors Preferred's CRS Position: Q2 2025 in Review

Advisors Preferred sold out of Carpenter Technology (CRS) in Q2 2025, closing a stake of 4,734 shares — an estimated $865K sold.

Advisors Preferred first reported a position in CRS in Q1 2018 and held it in 4 quarters. The position peaked at $1.08M in Q4 2024. 574 funds tracked by Wall St. Rank hold CRS as of Q2 2025.

Advisors Preferred reported no remaining Carpenter Technology position as of Q2 2025 after selling out during the quarter.
Advisors Preferred sold 4,734 Carpenter Technology shares in Q2 2025, an estimated $865K.
Advisors Preferred first reported a position in Carpenter Technology in Q1 2018 and held it in 4 quarters.
Advisors Preferred's Carpenter Technology position peaked at $1.08M in Q4 2024.
574 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.