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Caldwell Trust’s Celanese CE Stock Holding History

Caldwell Trust’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-67
Closed -$10.4K – 710
2023
Q4 		$10.4K Sell
67
-54
-45% -$7.04K ﹤0.01% 603
2023
Q3 		$15.2K Hold
121
– – ﹤0.01% 576
2023
Q2 		$14K Buy
+121
New +$13.1K ﹤0.01% 602
2020
Q3 		– Sell
-425
Closed -$36.7K – 731
2020
Q2 		$36.7K Hold
425
– – 0.01% 458
2020
Q1 		$31.2K Hold
425
– – 0.01% 474
2019
Q4 		$52.3K Buy
+425
New +$52.3K 0.01% 454

Other funds holding CE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Trust's CE Position: Q1 2024 in Review

Caldwell Trust sold out of Celanese (CE) in Q1 2024, closing a stake of 67 shares — an estimated $10.4K sold.

Caldwell Trust first reported a position in CE in Q4 2019 and held it in 6 quarters. The position peaked at $52.3K in Q4 2019. 671 funds tracked by Wall St. Rank hold CE as of Q1 2024.

  • Caldwell Trust reported no remaining Celanese position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 67 Celanese shares in Q1 2024, an estimated $10.4K.
  • Caldwell Trust first reported a position in Celanese in Q4 2019 and held it in 6 quarters.
  • Caldwell Trust's Celanese position peaked at $52.3K in Q4 2019.
  • 671 funds tracked by Wall St. Rank held Celanese as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.