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Appleton Group’s Cirrus Logic CRUS Stock Holding History

Appleton Group’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,011
Closed -$329K – 39
2023
Q1 		$329K Sell
3,011
-942
-24% -$91.7K 0.64% 19
2022
Q4 		$294K Buy
+3,953
New +$284K 0.43% 29
2022
Q1 		– Sell
-4,137
Closed -$381K – 45
2021
Q4 		$381K Sell
4,137
-14
-0.3% -$1.16K 0.38% 35
2021
Q3 		$342K Sell
4,151
-800
-16% -$66.5K 0.29% 33
2021
Q2 		$421K Buy
4,951
+1,203
+32% +$96.4K 0.32% 25
2021
Q1 		$318K Buy
+3,748
New +$325K 0.42% 34

Other funds holding CRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Appleton Group's CRUS Position: Q2 2023 in Review

Appleton Group sold out of Cirrus Logic (CRUS) in Q2 2023, closing a stake of 3,011 shares — an estimated $329K sold.

Appleton Group first reported a position in CRUS in Q1 2021 and held it in 6 quarters. The position peaked at $421K in Q2 2021. 342 funds tracked by Wall St. Rank hold CRUS as of Q2 2023.

  • Appleton Group reported no remaining Cirrus Logic position as of Q2 2023 after selling out during the quarter.
  • Appleton Group sold 3,011 Cirrus Logic shares in Q2 2023, an estimated $329K.
  • Appleton Group first reported a position in Cirrus Logic in Q1 2021 and held it in 6 quarters.
  • Appleton Group's Cirrus Logic position peaked at $421K in Q2 2021.
  • 342 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2023.

Based on Appleton Group's 13F filing for Q2 2023, filed 3 Aug 2023.