CA
AVY icon

Crumly & Associates’s Avery Dennison AVY Stock Holding History

Crumly & Associates’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,738
Closed -$325K – 168
2024
Q4 		$325K Sell
1,738
-484
-22% -$98.8K 0.09% 119
2024
Q3 		$491K Buy
2,222
+1
+0% +$216 0.14% 104
2024
Q2 		$486K Buy
2,221
+23
+1% +$5.11K 0.14% 98
2024
Q1 		$491K Sell
2,198
-1
-0% -$207 0.13% 104
2023
Q4 		$445K Buy
+2,199
New +$411K 0.13% 102

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Crumly & Associates's AVY Position: Q1 2025 in Review

Crumly & Associates sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 1,738 shares — an estimated $325K sold.

Crumly & Associates first reported a position in AVY in Q4 2023 and held it in 5 quarters. The position peaked at $491K in Q1 2024. 773 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

  • Crumly & Associates reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
  • Crumly & Associates sold 1,738 Avery Dennison shares in Q1 2025, an estimated $325K.
  • Crumly & Associates first reported a position in Avery Dennison in Q4 2023 and held it in 5 quarters.
  • Crumly & Associates's Avery Dennison position peaked at $491K in Q1 2024.
  • 773 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on Crumly & Associates's 13F filing for Q1 2025, filed 22 Apr 2025.