EI
CCC

Ellevest Inc’s CCC Intelligent Solutions CCC Stock Holding History

Ellevest Inc’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-330
Closed -$2.96K – 572
2023
Q1 		$2.96K Sell
330
-606
-65% -$5.39K ﹤0.01% 1356
2022
Q4 		$8.14K Sell
936
-590
-39% -$5.26K ﹤0.01% 1078
2022
Q3 		$14K Buy
+1,526
New +$14.4K ﹤0.01% 907

Other funds holding CCC

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OHCM
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TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ellevest Inc's CCC Position: Q2 2023 in Review

Ellevest Inc sold out of CCC Intelligent Solutions (CCC) in Q2 2023, closing a stake of 330 shares — an estimated $2.96K sold.

Ellevest Inc first reported a position in CCC in Q3 2022 and held it in 3 quarters. The position peaked at $14K in Q3 2022. 169 funds tracked by Wall St. Rank hold CCC as of Q2 2023.

  • Ellevest Inc reported no remaining CCC Intelligent Solutions position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 330 CCC Intelligent Solutions shares in Q2 2023, an estimated $2.96K.
  • Ellevest Inc first reported a position in CCC Intelligent Solutions in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's CCC Intelligent Solutions position peaked at $14K in Q3 2022.
  • 169 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.