ET
CRAI icon

Equitable Trust’s CRA International CRAI Stock Holding History

Equitable Trust’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,125
Closed -$214K – 399
2023
Q3 		$214K Hold
2,125
– – 0.02% 384
2023
Q2 		$217K Hold
2,125
– – 0.02% 383
2023
Q1 		$229K Hold
2,125
– – 0.02% 372
2022
Q4 		$260K Buy
+2,125
New +$234K 0.02% 353
2022
Q3 		– Sell
-2,305
Closed -$206K – 387
2022
Q2 		$206K Buy
+2,305
New +$193K 0.02% 375

Other funds holding CRAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Equitable Trust's CRAI Position: Q4 2023 in Review

Equitable Trust sold out of CRA International (CRAI) in Q4 2023, closing a stake of 2,125 shares — an estimated $214K sold.

Equitable Trust first reported a position in CRAI in Q2 2022 and held it in 5 quarters. The position peaked at $260K in Q4 2022. 156 funds tracked by Wall St. Rank hold CRAI as of Q4 2023.

  • Equitable Trust reported no remaining CRA International position as of Q4 2023 after selling out during the quarter.
  • Equitable Trust sold 2,125 CRA International shares in Q4 2023, an estimated $214K.
  • Equitable Trust first reported a position in CRA International in Q2 2022 and held it in 5 quarters.
  • Equitable Trust's CRA International position peaked at $260K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held CRA International as of Q4 2023.

Based on Equitable Trust's 13F filing for Q4 2023, filed 25 Jan 2024.