Crewe Advisors’s PotlatchDeltic PCH Stock Holding History

Crewe Advisors’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-50	Closed	-$2.2K	–	987
2022 Q4	$2.2K	Sell	50 -101	-67%	-$4.57K	﹤0.01%	825
2022 Q3	$6K	Buy	+151	New	+$6.94K	﹤0.01%	810

Other funds holding PCH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Crewe Advisors's PCH Position: Q1 2023 in Review

Crewe Advisors sold out of PotlatchDeltic (PCH) in Q1 2023, closing a stake of 50 shares — an estimated $2.2K sold.

Crewe Advisors first reported a position in PCH in Q3 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 335 funds tracked by Wall St. Rank hold PCH as of Q1 2023.

Crewe Advisors reported no remaining PotlatchDeltic position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 50 PotlatchDeltic shares in Q1 2023, an estimated $2.2K.
Crewe Advisors first reported a position in PotlatchDeltic in Q3 2022 and held it in 2 quarters.
Crewe Advisors's PotlatchDeltic position peaked at $6K in Q3 2022.
335 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2023.

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