CA
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Crewe Advisors’s Core Laboratories CLB Stock Holding History

Crewe Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-526
Closed -$10.7K – 765
2024
Q2 		$10.7K Buy
526
+406
+338% +$7.18K ﹤0.01% 678
2024
Q1 		$2.05K Buy
+120
New +$1.89K ﹤0.01% 853
2023
Q3 		– Sell
-5
Closed -$117 – 646
2023
Q2 		$117 Buy
+5
New +$113 ﹤0.01% 847
2020
Q4 		– Sell
-166
Closed -$3K – 485
2020
Q3 		$3K Buy
+166
New +$3.48K ﹤0.01% 432

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return