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Caldwell Trust’s Howmet Aerospace HWM Stock Holding History

Caldwell Trust’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-82
Closed -$1.3K – 745
2020
Q2 		$1.3K Sell
82
-25
-23% -$329 ﹤0.01% 741
2020
Q1 		$1.32K Hold
107
– – ﹤0.01% 770
2019
Q4 		$2.52K Buy
+107
New +$2.39K ﹤0.01% 774

Other funds holding HWM

EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Caldwell Trust's HWM Position: Q3 2020 in Review

Caldwell Trust sold out of Howmet Aerospace (HWM) in Q3 2020, closing a stake of 82 shares — an estimated $1.3K sold.

Caldwell Trust first reported a position in HWM in Q4 2019 and held it in 3 quarters. The position peaked at $2.52K in Q4 2019. 405 funds tracked by Wall St. Rank hold HWM as of Q3 2020.

  • Caldwell Trust reported no remaining Howmet Aerospace position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 82 Howmet Aerospace shares in Q3 2020, an estimated $1.3K.
  • Caldwell Trust first reported a position in Howmet Aerospace in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's Howmet Aerospace position peaked at $2.52K in Q4 2019.
  • 405 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.