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EPIQ Capital Group’s Curtiss-Wright CW Stock Holding History

EPIQ Capital Group’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$274K Buy
771
+1
+0.1% +$360 0.07% 63
2024
Q3 		$253K Buy
770
+1
+0.1% +$296 0.07% 58
2024
Q2 		$209K Buy
+769
New +$206K 0.07% 60

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EPIQ Capital Group's CW Position: Q4 2024 in Review

EPIQ Capital Group increased its Curtiss-Wright (CW) stake by 0.13% in Q4 2024, buying an estimated $360 and bringing the position to 771 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #63.

EPIQ Capital Group first reported a position in CW in Q2 2024 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold CW as of Q4 2024.

  • EPIQ Capital Group held 771 shares of Curtiss-Wright worth $274K as of Q4 2024.
  • EPIQ Capital Group bought 1 Curtiss-Wright share in Q4 2024, an estimated $360.
  • Curtiss-Wright made up 0.07% of EPIQ Capital Group's portfolio in Q4 2024, its #63 holding.
  • EPIQ Capital Group first reported a position in Curtiss-Wright in Q2 2024 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.