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Essex Financial Services’s Core Natural Resources Inc CNR Stock Holding History

Essex Financial Services’s Portfolio CNR Stock Details CNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,315
Closed -$453K – 525
2023
Q3 		$453K Buy
4,315
+1,245
+41% +$102K 0.05% 299
2023
Q2 		$208K Buy
+3,070
New +$187K 0.02% 442

Other funds holding CNR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Essex Financial Services's CNR Position: Q4 2023 in Review

Essex Financial Services sold out of Core Natural Resources Inc (CNR) in Q4 2023, closing a stake of 4,315 shares — an estimated $453K sold.

Essex Financial Services first reported a position in CNR in Q2 2023 and held it in 2 quarters. The position peaked at $453K in Q3 2023. 297 funds tracked by Wall St. Rank hold CNR as of Q4 2023.

  • Essex Financial Services reported no remaining Core Natural Resources Inc position as of Q4 2023 after selling out during the quarter.
  • Essex Financial Services sold 4,315 Core Natural Resources Inc shares in Q4 2023, an estimated $453K.
  • Essex Financial Services first reported a position in Core Natural Resources Inc in Q2 2023 and held it in 2 quarters.
  • Essex Financial Services's Core Natural Resources Inc position peaked at $453K in Q3 2023.
  • 297 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q4 2023.

Based on Essex Financial Services's 13F filing for Q4 2023, filed 6 Feb 2024.