Crumly & Associates’s Costco COST Stock Holding History

Crumly & Associates’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-672	Closed	-$239K	–	82
2020 Q3	$239K	Buy	+672	New	+$226K	0.2%	48

Other funds holding COST

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Crumly & Associates's COST Position: Q4 2020 in Review

Crumly & Associates sold out of Costco (COST) in Q4 2020, closing a stake of 672 shares — an estimated $239K sold.

Crumly & Associates first reported a position in COST in Q3 2020 and held it in 1 quarter. The position peaked at $239K in Q3 2020. 2,349 funds tracked by Wall St. Rank hold COST as of Q4 2020.

Crumly & Associates reported no remaining Costco position as of Q4 2020 after selling out during the quarter.
Crumly & Associates sold 672 Costco shares in Q4 2020, an estimated $239K.
Crumly & Associates first reported a position in Costco in Q3 2020 and held it in 1 quarter.
Crumly & Associates's Costco position peaked at $239K in Q3 2020.
2,349 funds tracked by Wall St. Rank held Costco as of Q4 2020.

Based on Crumly & Associates's 13F filing for Q4 2020, filed 25 Jan 2021.