Bingham Osborn & Scarborough’s Curtiss-Wright CW Stock Holding History

Bingham Osborn & Scarborough’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,668	Closed	-$210K	–	36
2021 Q3	$210K	Buy	+1,668	New	+$199K	0.01%	153
2020 Q1	–	Sell	-1,722	Closed	-$243K	–	148
2019 Q4	$243K	Buy	1,722 +29	+2%	+$3.93K	0.02%	145
2019 Q3	$219K	Hold	1,693	–	–	0.02%	142
2019 Q2	$215K	Buy	+1,693	New	+$195K	0.02%	139
2018 Q4	–	Sell	-1,693	Closed	-$233K	–	137
2018 Q3	$233K	Hold	1,693	–	–	0.02%	131
2018 Q2	$202K	Hold	1,693	–	–	0.02%	136
2018 Q1	$229K	Hold	1,693	–	–	0.02%	128
2017 Q4	$206K	Sell	1,693 -430	-20%	-$50.7K	0.02%	125
2017 Q3	$222K	Buy	+2,123	New	+$206K	0.02%	113
2017 Q1	–	Sell	-2,123	Closed	-$209K	–	117
2016 Q4	$209K	Sell	2,123 -920	-30%	-$87.5K	0.02%	107
2016 Q3	$277K	Sell	3,043 -111	-4%	-$9.77K	0.03%	95
2016 Q2	$266K	Sell	3,154 -2,832	-47%	-$228K	0.03%	97
2016 Q1	$453K	Hold	5,986	–	–	0.05%	71
2015 Q4	$410K	Sell	5,986 -500	-8%	-$34K	0.05%	73
2015 Q3	$405K	Sell	6,486 -304	-4%	-$20.5K	0.05%	72
2015 Q2	$492K	Sell	6,790 -2,000	-23%	-$147K	0.06%	69
2015 Q1	$650K	Sell	8,790 -2,806	-24%	-$196K	0.08%	58
2014 Q4	$819K	Hold	11,596	–	–	0.1%	50
2014 Q3	$764K	Hold	11,596	–	–	0.1%	52
2014 Q2	$760K	Hold	11,596	–	–	0.1%	45
2014 Q1	$737K	Buy	11,596 +4,156	+56%	+$263K	0.1%	46
2013 Q4	$463K	Buy	+7,440	New	+$386K	0.07%	61

Other funds holding CW

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Bingham Osborn & Scarborough's CW Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Curtiss-Wright (CW) in Q4 2021, closing a stake of 1,668 shares — an estimated $210K sold.

Bingham Osborn & Scarborough first reported a position in CW in Q4 2013 and held it in 22 quarters. The position peaked at $819K in Q4 2014. 339 funds tracked by Wall St. Rank hold CW as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining Curtiss-Wright position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 1,668 Curtiss-Wright shares in Q4 2021, an estimated $210K.
Bingham Osborn & Scarborough first reported a position in Curtiss-Wright in Q4 2013 and held it in 22 quarters.
Bingham Osborn & Scarborough's Curtiss-Wright position peaked at $819K in Q4 2014.
339 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.