Chai Trust Company’s CBL Properties CBL Stock Holding History

Chai Trust Company’s Portfolio CBL Stock Details CBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-135,000	Closed	-$2.98M	–	16
2023 Q2	$2.98M	Buy	+135,000	New	+$3.16M	0.2%	15

Other funds holding CBL

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

SVP

Strategic Value Partners Greenwich, Connecticut $133M AUM

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Chai Trust Company's CBL Position: Q3 2023 in Review

Chai Trust Company sold out of CBL Properties (CBL) in Q3 2023, closing a stake of 135,000 shares — an estimated $2.98M sold.

Chai Trust Company first reported a position in CBL in Q2 2023 and held it in 1 quarter. The position peaked at $2.98M in Q2 2023. 96 funds tracked by Wall St. Rank hold CBL as of Q3 2023.

Chai Trust Company reported no remaining CBL Properties position as of Q3 2023 after selling out during the quarter.
Chai Trust Company sold 135,000 CBL Properties shares in Q3 2023, an estimated $2.98M.
Chai Trust Company first reported a position in CBL Properties in Q2 2023 and held it in 1 quarter.
Chai Trust Company's CBL Properties position peaked at $2.98M in Q2 2023.
96 funds tracked by Wall St. Rank held CBL Properties as of Q3 2023.

Based on Chai Trust Company's 13F filing for Q3 2023, filed 14 Nov 2023.