Crewe Advisors’s Chart Industries GTLS Stock Holding History

Crewe Advisors’s Portfolio GTLS Stock Details GTLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$170	–	540
2023 Q3	$170	Hold	1	–	–	﹤0.01%	462
2023 Q2	$160	Buy	+1	New	+$128	﹤0.01%	754

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Crewe Advisors's GTLS Position: Q4 2023 in Review

Crewe Advisors sold out of Chart Industries (GTLS) in Q4 2023, closing a stake of 1 share — an estimated $170 sold.

Crewe Advisors first reported a position in GTLS in Q2 2023 and held it in 2 quarters. The position peaked at $170 in Q3 2023. 433 funds tracked by Wall St. Rank hold GTLS as of Q4 2023.

Crewe Advisors reported no remaining Chart Industries position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 1 Chart Industries share in Q4 2023, an estimated $170.
Crewe Advisors first reported a position in Chart Industries in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Chart Industries position peaked at $170 in Q3 2023.
433 funds tracked by Wall St. Rank held Chart Industries as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.