Ellevest Inc’s Camden National CAC Stock Holding History

Ellevest Inc’s Portfolio CAC Stock Details CAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11	Closed	-$459	–	1905
2022 Q4	$459	Buy	+11	New	+$468	﹤0.01%	1632

Other funds holding CAC

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Ellevest Inc's CAC Position: Q1 2023 in Review

Ellevest Inc sold out of Camden National (CAC) in Q1 2023, closing a stake of 11 shares — an estimated $459 sold.

Ellevest Inc first reported a position in CAC in Q4 2022 and held it in 1 quarter. The position peaked at $459 in Q4 2022. 127 funds tracked by Wall St. Rank hold CAC as of Q1 2023.

Ellevest Inc reported no remaining Camden National position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 11 Camden National shares in Q1 2023, an estimated $459.
Ellevest Inc first reported a position in Camden National in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Camden National position peaked at $459 in Q4 2022.
127 funds tracked by Wall St. Rank held Camden National as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.