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 $5.7T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return