BC
CBL

Bartlett & Co’s CBL Properties CBL Stock Holding History

Bartlett & Co’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$0 Sell
17
-116
-87% -$2.59K ﹤0.01% 1207
2023
Q3 		$3K Sell
133
-13
-9% -$283 ﹤0.01% 1036
2023
Q2 		$3K Buy
+146
New +$3.42K ﹤0.01% 1028

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SVP
Strategic Value Partners Greenwich, Connecticut $133M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bartlett & Co's CBL Position: Q4 2023 in Review

Bartlett & Co reduced its CBL Properties (CBL) stake by 87% in Q4 2023, selling an estimated $2.59K and leaving 17 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Bartlett & Co first reported a position in CBL in Q2 2023 and has held it in 3 quarters since. The position peaked at $3K in Q3 2023. 110 funds tracked by Wall St. Rank hold CBL as of Q4 2023.

  • Bartlett & Co held 17 shares of CBL Properties worth $0 as of Q4 2023.
  • Bartlett & Co sold 116 CBL Properties shares in Q4 2023, an estimated $2.59K.
  • CBL Properties made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1207 holding.
  • Bartlett & Co first reported a position in CBL Properties in Q2 2023 and has held it in 3 quarters since.
  • Bartlett & Co's CBL Properties position peaked at $3K in Q3 2023.
  • 110 funds tracked by Wall St. Rank held CBL Properties as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.