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Cornerstone Management’s Curtiss-Wright CW Stock Holding History

Cornerstone Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-140
Closed -$24.7K – 95
2023
Q1 		$24.7K Hold
140
– – 0.01% 120
2022
Q4 		$23.4K Hold
140
– – 0.01% 118
2022
Q3 		$19.5K Hold
140
– – 0.01% 133
2022
Q2 		$18.5K Hold
140
– – ﹤0.01% 144
2022
Q1 		$21K Hold
140
– – 0.01% 146
2021
Q4 		$19.4K Buy
+140
New +$18.5K 0.01% 135

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Management's CW Position: Q2 2023 in Review

Cornerstone Management sold out of Curtiss-Wright (CW) in Q2 2023, closing a stake of 140 shares — an estimated $24.7K sold.

Cornerstone Management first reported a position in CW in Q4 2021 and held it in 6 quarters. The position peaked at $24.7K in Q1 2023. 380 funds tracked by Wall St. Rank hold CW as of Q2 2023.

  • Cornerstone Management reported no remaining Curtiss-Wright position as of Q2 2023 after selling out during the quarter.
  • Cornerstone Management sold 140 Curtiss-Wright shares in Q2 2023, an estimated $24.7K.
  • Cornerstone Management first reported a position in Curtiss-Wright in Q4 2021 and held it in 6 quarters.
  • Cornerstone Management's Curtiss-Wright position peaked at $24.7K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.