Baystate Wealth Management’s CRH CRH Stock Holding History

Baystate 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
2023 Q4	$12.3K	Hold	178	–	–	﹤0.01%	681
2023 Q3	$9.74K	Buy	178 +146	+456%	+$8.3K	﹤0.01%	585
2023 Q2	$1.82K	Hold	32	–	–	﹤0.01%	855
2023 Q1	$1.63K	Buy	+32	New	+$1.52K	﹤0.01%	864

Other funds holding CRH

CCI

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Baystate Wealth Management's CRH Position: Q4 2023 in Review

Baystate Wealth Management held its CRH (CRH) position steady in Q4 2023 at 178 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Baystate Wealth Management first reported a position in CRH in Q1 2023 and has held it in 4 quarters since. 551 funds tracked by Wall St. Rank hold CRH as of Q4 2023.

Baystate Wealth Management held 178 shares of CRH worth $12.3K as of Q4 2023.
Baystate Wealth Management left its CRH share count unchanged in Q4 2023.
CRH made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #681 holding.
Baystate Wealth Management first reported a position in CRH in Q1 2023 and has held it in 4 quarters since.
551 funds tracked by Wall St. Rank held CRH as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.