GenTrust’s Celanese CE Stock Holding History

GenTrust’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,500	Closed	-$325K	–	139
2020 Q4	$325K	Buy	+2,500	New	+$311K	0.03%	86

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GenTrust's CE Position: Q4 2024 in Review

GenTrust sold out of Celanese (CE) in Q4 2024, closing a stake of 2,500 shares — an estimated $340K sold.

GenTrust first reported a position in CE in Q4 2016 and held it in 30 quarters. The position peaked at $430K in Q1 2024. 569 funds tracked by Wall St. Rank hold CE as of Q4 2024.

GenTrust reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
GenTrust sold 2,500 Celanese shares in Q4 2024, an estimated $340K.
GenTrust first reported a position in Celanese in Q4 2016 and held it in 30 quarters.
GenTrust's Celanese position peaked at $430K in Q1 2024.
569 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on GenTrust's 13F filing for Q4 2024, filed 5 Feb 2025.