CAG
CATC

Crestwood Advisors Group’s CAMBRIDGE BANCORP CATC Stock Holding History

Crestwood Advisors Group’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,001
Closed -$483K – 456
2024
Q2 		$483K Hold
7,001
– – 0.01% 283
2024
Q1 		$477K Hold
7,001
– – 0.01% 284
2023
Q4 		$486K Buy
7,001
+290
+4% +$17.7K 0.01% 262
2023
Q3 		$418K Hold
6,711
– – 0.01% 258
2023
Q2 		$364K Buy
6,711
+813
+14% +$45.3K 0.01% 201
2023
Q1 		$382K Hold
5,898
– – 0.01% 204
2022
Q4 		$490K Hold
5,898
– – 0.02% 191
2022
Q3 		$470K Hold
5,898
– – 0.02% 197
2022
Q2 		$488K Buy
5,898
+509
+9% +$42K 0.02% 194
2022
Q1 		$458K Hold
5,389
– – 0.01% 205
2021
Q4 		$504K Buy
5,389
+457
+9% +$41.7K 0.01% 205
2021
Q3 		$434K Hold
4,932
– – 0.01% 202
2021
Q2 		$409K Hold
4,932
– – 0.01% 203
2021
Q1 		$416K Buy
4,932
+4
+0.1% +$313 0.01% 199
2020
Q4 		$344K Buy
4,928
+4
+0.1% +$267 0.01% 207
2020
Q3 		$262K Buy
+4,924
New +$266K 0.01% 206

Crestwood Advisors Group's CATC Position: Q3 2024 in Review

Crestwood Advisors Group sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 7,001 shares — an estimated $483K sold.

Crestwood Advisors Group first reported a position in CATC in Q3 2020 and held it in 16 quarters. The position peaked at $504K in Q4 2021. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

  • Crestwood Advisors Group reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
  • Crestwood Advisors Group sold 7,001 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $483K.
  • Crestwood Advisors Group first reported a position in CAMBRIDGE BANCORP in Q3 2020 and held it in 16 quarters.
  • Crestwood Advisors Group's CAMBRIDGE BANCORP position peaked at $504K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Crestwood Advisors Group's 13F filing for Q3 2024, filed 30 Oct 2024.