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Gradient Investments’s CNA Financial CNA Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-11
Closed -$507 – 485
2024
Q2 		$507 Sell
11
-22
-67% -$976 ﹤0.01% 1182
2024
Q1 		$1.5K Sell
33
-5
-13% -$221 ﹤0.01% 860
2023
Q4 		$1.61K Hold
38
– – ﹤0.01% 1293
2023
Q3 		$1.5K Buy
38
+22
+138% +$869 ﹤0.01% 1257
2023
Q2 		$618 Sell
16
-7
-30% -$273 ﹤0.01% 1499
2023
Q1 		$898 Sell
23
-8
-26% -$335 ﹤0.01% 1218
2022
Q4 		$1.31K Sell
31
-7
-18% -$287 ﹤0.01% 1152
2022
Q3 		$1K Hold
38
– – ﹤0.01% 1212
2022
Q2 		$2K Sell
38
-7
-16% -$321 ﹤0.01% 1031
2022
Q1 		$2K Sell
45
-24
-35% -$1.12K ﹤0.01% 1023
2021
Q4 		$3K Hold
69
– – ﹤0.01% 1003
2021
Q3 		$3K Sell
69
-58
-46% -$2.53K ﹤0.01% 939
2021
Q2 		$6K Sell
127
-31
-20% -$1.45K ﹤0.01% 842
2021
Q1 		$7K Sell
158
-160
-50% -$6.82K ﹤0.01% 822
2020
Q4 		$10K Sell
318
-112
-26% -$3.81K ﹤0.01% 690
2020
Q3 		$13K Sell
430
-1,473
-77% -$47.5K ﹤0.01% 651
2020
Q2 		$61K Sell
1,903
-213,363
-99% -$6.57M ﹤0.01% 360
2020
Q1 		$6.68M Buy
215,266
+12,102
+6% +$512K 0.36% 78
2019
Q4 		$9.1M Buy
203,164
+19,573
+11% +$884K 0.41% 82
2019
Q3 		$9.04M Sell
183,591
-4,348
-2% -$208K 0.44% 67
2019
Q2 		$8.85M Buy
187,939
+17,368
+10% +$791K 0.45% 62
2019
Q1 		$7.39M Sell
170,571
-29,050
-15% -$1.29M 0.48% 63
2018
Q4 		$8.81M Sell
199,621
-6,182
-3% -$279K 0.53% 36
2018
Q3 		$9.39M Buy
+205,803
New +$9.51M 0.48% 49

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gradient Investments's CNA Position: Q3 2024 in Review

Gradient Investments sold out of CNA Financial (CNA) in Q3 2024, closing a stake of 11 shares — an estimated $507 sold.

Gradient Investments first reported a position in CNA in Q3 2018 and held it in 24 quarters. The position peaked at $9.39M in Q3 2018. 277 funds tracked by Wall St. Rank hold CNA as of Q3 2024.

  • Gradient Investments reported no remaining CNA Financial position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 11 CNA Financial shares in Q3 2024, an estimated $507.
  • Gradient Investments first reported a position in CNA Financial in Q3 2018 and held it in 24 quarters.
  • Gradient Investments's CNA Financial position peaked at $9.39M in Q3 2018.
  • 277 funds tracked by Wall St. Rank held CNA Financial as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.