CMA
LEVI icon

Cedar Mountain Advisors’s Levi Strauss LEVI Stock Holding History

Cedar Mountain Advisors’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.69K Hold
350
– – ﹤0.01% 529
2026
Q1 		$6.47K Hold
350
– – ﹤0.01% 573
2025
Q4 		$7.26K Hold
350
– – ﹤0.01% 278
2025
Q3 		$8.15K Hold
350
– – ﹤0.01% 275
2025
Q2 		$6.47K Hold
350
– – ﹤0.01% 242
2025
Q1 		$5.46K Hold
350
– – ﹤0.01% 243
2024
Q4 		$6.05K Hold
350
– – ﹤0.01% 242
2024
Q3 		$7.63K Hold
350
– – ﹤0.01% 216
2024
Q2 		$6.75K Hold
350
– – ﹤0.01% 210
2024
Q1 		$7K Hold
350
– – ﹤0.01% 207
2023
Q4 		$5.79K Hold
350
– – ﹤0.01% 211
2023
Q3 		$4.75K Hold
350
– – ﹤0.01% 215
2023
Q2 		$5.05K Hold
350
– – ﹤0.01% 201
2023
Q1 		$6.38K Hold
350
– – ﹤0.01% 192
2022
Q4 		$5.43K Buy
+350
New +$5.44K ﹤0.01% 203

Other funds holding LEVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LIM
Lancaster Investment Management London, United Kingdom $165M AUM 8.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return