Bellwether Advisors’s Crocs CROX Stock Holding History

Bellwether Advisors’s Portfolio CROX Stock Details CROX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15	Closed	-$1.52K	–	228
2025 Q2	$1.52K	Hold	15	–	–	﹤0.01%	512
2025 Q1	$1.59K	Hold	15	–	–	﹤0.01%	449
2024 Q4	$1.64K	Buy	+15	New	+$1.75K	﹤0.01%	454
2023 Q2	–	Sell	-71	Closed	-$8.98K	–	159
2023 Q1	$8.98K	Hold	71	–	–	﹤0.01%	280
2022 Q4	$7.7K	Hold	71	–	–	﹤0.01%	283
2022 Q3	$4K	Hold	71	–	–	﹤0.01%	331
2022 Q2	$3K	Hold	71	–	–	﹤0.01%	310
2022 Q1	$5K	Hold	71	–	–	﹤0.01%	356
2021 Q4	$9K	Hold	71	–	–	﹤0.01%	339
2021 Q3	$10K	Hold	71	–	–	﹤0.01%	302
2021 Q2	$8K	Hold	71	–	–	﹤0.01%	282
2021 Q1	$5K	Hold	71	–	–	﹤0.01%	296
2020 Q4	$4K	Buy	+71	New	+$4.05K	﹤0.01%	273

Other funds holding CROX

Fidelity Investments

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WIT Partners Advisory Singapore $342M AUM 8.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return