Crewe Advisors’s ABM Industries ABM Stock Holding History

Crewe Advisors’s Portfolio ABM Stock Details ABM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-358	Closed	-$16.1K	–	870
2023 Q1	$16.1K	Hold	358	–	–	﹤0.01%	471
2022 Q4	$15.9K	Hold	358	–	–	﹤0.01%	458
2022 Q3	$14K	Hold	358	–	–	﹤0.01%	556
2022 Q2	$16K	Buy	+358	New	+$16.6K	﹤0.01%	477

Other funds holding ABM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Crewe Advisors's ABM Position: Q2 2023 in Review

Crewe Advisors sold out of ABM Industries (ABM) in Q2 2023, closing a stake of 358 shares — an estimated $16.1K sold.

Crewe Advisors first reported a position in ABM in Q2 2022 and held it in 4 quarters. The position peaked at $16.1K in Q1 2023. 263 funds tracked by Wall St. Rank hold ABM as of Q2 2023.

Crewe Advisors reported no remaining ABM Industries position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 358 ABM Industries shares in Q2 2023, an estimated $16.1K.
Crewe Advisors first reported a position in ABM Industries in Q2 2022 and held it in 4 quarters.
Crewe Advisors's ABM Industries position peaked at $16.1K in Q1 2023.
263 funds tracked by Wall St. Rank held ABM Industries as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.