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Concord Wealth Partners’s CNH Industrial CNH Stock Holding History

Concord Wealth Partners’s Portfolio CNH Stock Details CNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-335
Closed -$4.05K – 1040
2023
Q3 		$4.05K Hold
335
– – ﹤0.01% 755
2023
Q2 		$4.82K Hold
335
– – ﹤0.01% 713
2023
Q1 		$5.12K Hold
335
– – ﹤0.01% 666
2022
Q4 		$5.38K Buy
+335
New +$4.83K ﹤0.01% 745
2022
Q3 		– Sell
-335
Closed -$4K – 1210
2022
Q2 		$4K Hold
335
– – ﹤0.01% 903
2022
Q1 		$5K Sell
335
-50
-13% -$777 ﹤0.01% 933
2021
Q4 		$7K Hold
385
– – ﹤0.01% 886
2021
Q3 		$6K Hold
385
– – ﹤0.01% 567
2021
Q2 		$6K Buy
+385
New +$5.5K ﹤0.01% 717

Other funds holding CNH

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return

Concord Wealth Partners's CNH Position: Q4 2023 in Review

Concord Wealth Partners sold out of CNH Industrial (CNH) in Q4 2023, closing a stake of 335 shares — an estimated $4.05K sold.

Concord Wealth Partners first reported a position in CNH in Q2 2021 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 381 funds tracked by Wall St. Rank hold CNH as of Q4 2023.

  • Concord Wealth Partners reported no remaining CNH Industrial position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 335 CNH Industrial shares in Q4 2023, an estimated $4.05K.
  • Concord Wealth Partners first reported a position in CNH Industrial in Q2 2021 and held it in 9 quarters.
  • Concord Wealth Partners's CNH Industrial position peaked at $7K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held CNH Industrial as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.