Crewe Advisors’s Oil-Dri ODC Stock Holding History

Crewe Advisors’s Portfolio ODC Stock Details ODC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-56	Closed	-$1K	–	1184
2022 Q3	$1K	Hold	56	–	–	﹤0.01%	1172
2022 Q2	$1K	Buy	+56	New	+$734	﹤0.01%	1090

Other funds holding ODC

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Crewe Advisors's ODC Position: Q4 2022 in Review

Crewe Advisors sold out of Oil-Dri (ODC) in Q4 2022, closing a stake of 56 shares — an estimated $1K sold.

Crewe Advisors first reported a position in ODC in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 52 funds tracked by Wall St. Rank hold ODC as of Q4 2022.

Crewe Advisors reported no remaining Oil-Dri position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 56 Oil-Dri shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Oil-Dri in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Oil-Dri position peaked at $1K in Q3 2022.
52 funds tracked by Wall St. Rank held Oil-Dri as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.