Ellevest Inc’s CNA Financial CNA Stock Holding History

Ellevest Inc’s Portfolio CNA Stock Details CNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-259	Closed	-$11K	–	1923
2022 Q4	$11K	Buy	+259	New	+$10.6K	﹤0.01%	1004

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Ellevest Inc's CNA Position: Q1 2023 in Review

Ellevest Inc sold out of CNA Financial (CNA) in Q1 2023, closing a stake of 259 shares — an estimated $11K sold.

Ellevest Inc first reported a position in CNA in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 214 funds tracked by Wall St. Rank hold CNA as of Q1 2023.

Ellevest Inc reported no remaining CNA Financial position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 259 CNA Financial shares in Q1 2023, an estimated $11K.
Ellevest Inc first reported a position in CNA Financial in Q4 2022 and held it in 1 quarter.
Ellevest Inc's CNA Financial position peaked at $11K in Q4 2022.
214 funds tracked by Wall St. Rank held CNA Financial as of Q1 2023.

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