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Capital Directions Investment Advisors’s Manitowoc MTW Stock Holding History

Capital Directions Investment Advisors’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$916 Buy
+100
New +$912 ﹤0.01% 230
2022
Q3 		– Sell
-100
Closed -$1.01K – 211
2022
Q2 		$1K Hold
100
– – ﹤0.01% 244
2022
Q1 		$2K Buy
+100
New +$1.72K ﹤0.01% 261
2021
Q4 		– Sell
-100
Closed -$2K – 159
2021
Q3 		$2K Buy
+100
New +$2.31K ﹤0.01% 252

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Directions Investment Advisors's MTW Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Manitowoc (MTW) in Q4 2022: 100 shares worth $916. The stake represents ﹤0.01% of the portfolio and ranks #230 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in MTW as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in MTW in Q3 2021 and has held it in 4 quarters since. The position peaked at $2K in Q1 2022. 146 funds tracked by Wall St. Rank hold MTW as of Q4 2022.

  • Capital Directions Investment Advisors held 100 shares of Manitowoc worth $916 as of Q4 2022.
  • Manitowoc was a new Capital Directions Investment Advisors position in Q4 2022.
  • Manitowoc made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #230 holding.
  • Capital Directions Investment Advisors first reported a position in Manitowoc in Q3 2021 and has held it in 4 quarters since.
  • Capital Directions Investment Advisors's Manitowoc position peaked at $2K in Q1 2022.
  • 146 funds tracked by Wall St. Rank held Manitowoc as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.