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Crewe Advisors’s ICU Medical ICUI Stock Holding History

Crewe Advisors’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17
Closed -$2.81K – 942
2023
Q1 		$2.81K Hold
17
– – ﹤0.01% 697
2022
Q4 		$2.68K Hold
17
– – ﹤0.01% 789
2022
Q3 		$3K Hold
17
– – ﹤0.01% 964
2022
Q2 		$3K Buy
+17
New +$3.27K ﹤0.01% 897

Other funds holding ICUI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crewe Advisors's ICUI Position: Q2 2023 in Review

Crewe Advisors sold out of ICU Medical (ICUI) in Q2 2023, closing a stake of 17 shares — an estimated $2.81K sold.

Crewe Advisors first reported a position in ICUI in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 231 funds tracked by Wall St. Rank hold ICUI as of Q2 2023.

  • Crewe Advisors reported no remaining ICU Medical position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 17 ICU Medical shares in Q2 2023, an estimated $2.81K.
  • Crewe Advisors first reported a position in ICU Medical in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's ICU Medical position peaked at $3K in Q3 2022.
  • 231 funds tracked by Wall St. Rank held ICU Medical as of Q2 2023.

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