Baker Tilly Wealth Management’s CRH CRH Stock Holding History

Baker Tilly 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
2024 Q2	–	Sell	-4,320	Closed	-$373K	–	306
2024 Q1	$373K	Sell	4,320 -301	-7%	-$23K	0.07%	315
2023 Q4	$320K	Buy	4,621 +677	+17%	+$40.9K	0.05%	376
2023 Q3	$216K	Sell	3,944 -1,126	-22%	-$64K	0.04%	430
2023 Q2	$283K	Sell	5,070 -2,120	-29%	-$106K	0.03%	461
2023 Q1	$366K	Sell	7,190 -5,931	-45%	-$281K	0.04%	408
2022 Q4	$522K	Sell	13,121 -519	-4%	-$19.4K	0.06%	314
2022 Q3	$440K	Sell	13,640 -541	-4%	-$19.7K	0.06%	321
2022 Q2	$494K	Sell	14,181 -1,103	-7%	-$42.9K	0.06%	309
2022 Q1	$612K	Buy	15,284 +1,687	+12%	+$80.3K	0.07%	289
2021 Q4	$718K	Buy	13,597 +2,669	+24%	+$132K	0.08%	280
2021 Q3	$511K	Buy	10,928 +1,359	+14%	+$68.9K	0.07%	306
2021 Q2	$486K	Buy	9,569 +2,932	+44%	+$147K	0.08%	281
2021 Q1	$312K	Buy	+6,637	New	+$298K	0.06%	354

Other funds holding CRH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Baker Tilly Wealth Management's CRH Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of CRH (CRH) in Q2 2024, closing a stake of 4,320 shares — an estimated $373K sold.

Baker Tilly Wealth Management first reported a position in CRH in Q1 2021 and held it in 13 quarters. The position peaked at $718K in Q4 2021. 670 funds tracked by Wall St. Rank hold CRH as of Q2 2024.

Baker Tilly Wealth Management reported no remaining CRH position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 4,320 CRH shares in Q2 2024, an estimated $373K.
Baker Tilly Wealth Management first reported a position in CRH in Q1 2021 and held it in 13 quarters.
Baker Tilly Wealth Management's CRH position peaked at $718K in Q4 2021.
670 funds tracked by Wall St. Rank held CRH as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.