Altium Wealth Management’s CRH CRH Stock Holding History

Altium Wealth Management’s Portfolio CRH Stock Details CRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$473K	Sell	13,573 -1,209	-8%	-$47K	0.03%	251
2022 Q1	$592K	Sell	14,782 -760	-5%	-$36.2K	0.04%	235
2021 Q4	$821K	Sell	15,542 -246	-2%	-$12.1K	0.05%	177
2021 Q3	$738K	Hold	15,788	–	–	0.05%	169
2021 Q2	$803K	Hold	15,788	–	–	0.06%	157
2021 Q1	$742K	Sell	15,788 -65	-0.4%	-$2.92K	0.06%	153
2020 Q4	$675K	Sell	15,853 -2,546	-14%	-$100K	0.06%	142
2020 Q3	$664K	Buy	18,399 +2,786	+18%	+$105K	0.07%	124
2020 Q2	$536K	Buy	15,613 +5,202	+50%	+$160K	0.06%	148
2020 Q1	$279K	Buy	+10,411	New	+$358K	0.04%	230

Other funds holding CRH

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Altium Wealth Management's CRH Position: Q2 2022 in Review

Altium Wealth Management reduced its CRH (CRH) stake by 8.2% in Q2 2022, selling an estimated $47K and leaving 13,573 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #251.

Altium Wealth Management first reported a position in CRH in Q1 2020 and has held it in 10 quarters since. The position peaked at $821K in Q4 2021. 230 funds tracked by Wall St. Rank hold CRH as of Q2 2022.

Altium Wealth Management held 13,573 shares of CRH worth $473K as of Q2 2022.
Altium Wealth Management sold 1,209 CRH shares in Q2 2022, an estimated $47K.
CRH made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #251 holding.
Altium Wealth Management first reported a position in CRH in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's CRH position peaked at $821K in Q4 2021.
230 funds tracked by Wall St. Rank held CRH as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.