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Halpern Financial’s Cintas CTAS Stock Holding History

Halpern Financial’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-76
Closed -$9.2K – 225
2023
Q2 		$9.2K Buy
+76
New +$8.92K ﹤0.01% 158
2022
Q1 		– Sell
-220
Closed -$24.4K – 236
2021
Q4 		$24.4K Hold
220
– – 0.01% 122
2021
Q3 		$20.9K Buy
+220
New +$21.5K 0.01% 111

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Halpern Financial's CTAS Position: Q3 2023 in Review

Halpern Financial sold out of Cintas (CTAS) in Q3 2023, closing a stake of 76 shares — an estimated $9.2K sold.

Halpern Financial first reported a position in CTAS in Q3 2021 and held it in 3 quarters. The position peaked at $24.4K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold CTAS as of Q3 2023.

  • Halpern Financial reported no remaining Cintas position as of Q3 2023 after selling out during the quarter.
  • Halpern Financial sold 76 Cintas shares in Q3 2023, an estimated $9.2K.
  • Halpern Financial first reported a position in Cintas in Q3 2021 and held it in 3 quarters.
  • Halpern Financial's Cintas position peaked at $24.4K in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Cintas as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.