Crewe Advisors’s CNO Financial Group CNO Stock Holding History

Crewe Advisors’s Portfolio CNO Stock Details CNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-168	Closed	-$3.84K	–	859
2022 Q4	$3.84K	Hold	168	–	–	﹤0.01%	724
2022 Q3	$3K	Hold	168	–	–	﹤0.01%	948
2022 Q2	$3K	Buy	+168	New	+$3.59K	﹤0.01%	880
2020 Q4	–	Sell	-128	Closed	-$2K	–	490
2020 Q3	$2K	Buy	+128	New	+$2.05K	﹤0.01%	484

Other funds holding CNO

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Crewe Advisors's CNO Position: Q1 2023 in Review

Crewe Advisors sold out of CNO Financial Group (CNO) in Q1 2023, closing a stake of 168 shares — an estimated $3.84K sold.

Crewe Advisors first reported a position in CNO in Q3 2020 and held it in 4 quarters. The position peaked at $3.84K in Q4 2022. 257 funds tracked by Wall St. Rank hold CNO as of Q1 2023.

Crewe Advisors reported no remaining CNO Financial Group position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 168 CNO Financial Group shares in Q1 2023, an estimated $3.84K.
Crewe Advisors first reported a position in CNO Financial Group in Q3 2020 and held it in 4 quarters.
Crewe Advisors's CNO Financial Group position peaked at $3.84K in Q4 2022.
257 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.