Caldwell Trust’s Cronos Group CRON Stock Holding History

Caldwell Trust’s Portfolio CRON Stock Details CRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-466	Closed	-$3.57K	–	800
2019 Q4	$3.57K	Buy	+466	New	+$3.57K	﹤0.01%	762

Other funds holding CRON

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

Chescapmanager Baltimore, Maryland $1.17B AUM 42.44% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

TAA

Turiya Advisors Asia Hong Kong $440M AUM 152.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caldwell Trust's CRON Position: Q1 2020 in Review

Caldwell Trust sold out of Cronos Group (CRON) in Q1 2020, closing a stake of 466 shares — an estimated $3.57K sold.

Caldwell Trust first reported a position in CRON in Q4 2019 and held it in 1 quarter. The position peaked at $3.57K in Q4 2019. 239 funds tracked by Wall St. Rank hold CRON as of Q1 2020.

Caldwell Trust reported no remaining Cronos Group position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 466 Cronos Group shares in Q1 2020, an estimated $3.57K.
Caldwell Trust first reported a position in Cronos Group in Q4 2019 and held it in 1 quarter.
Caldwell Trust's Cronos Group position peaked at $3.57K in Q4 2019.
239 funds tracked by Wall St. Rank held Cronos Group as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.