Caldwell Trust’s CNA Financial CNA Stock Holding History

Caldwell Trust’s Portfolio CNA Stock Details CNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-24	Closed	-$720	–	720
2020 Q3	$720	Hold	24	–	–	﹤0.01%	713
2020 Q2	$772	Hold	24	–	–	﹤0.01%	748
2020 Q1	$745	Hold	24	–	–	﹤0.01%	780
2019 Q4	$1.07K	Buy	+24	New	+$1.08K	﹤0.01%	789

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Caldwell Trust's CNA Position: Q4 2020 in Review

Caldwell Trust sold out of CNA Financial (CNA) in Q4 2020, closing a stake of 24 shares — an estimated $720 sold.

Caldwell Trust first reported a position in CNA in Q4 2019 and held it in 4 quarters. The position peaked at $1.07K in Q4 2019. 160 funds tracked by Wall St. Rank hold CNA as of Q4 2020.

Caldwell Trust reported no remaining CNA Financial position as of Q4 2020 after selling out during the quarter.
Caldwell Trust sold 24 CNA Financial shares in Q4 2020, an estimated $720.
Caldwell Trust first reported a position in CNA Financial in Q4 2019 and held it in 4 quarters.
Caldwell Trust's CNA Financial position peaked at $1.07K in Q4 2019.
160 funds tracked by Wall St. Rank held CNA Financial as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.