Harvey Capital Management’s CF Industries CF Stock Holding History

Harvey Capital Management’s Portfolio CF Stock Details CF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-33,105	Closed	-$2.45M	–	77
2024 Q2	$2.45M	Sell	33,105 -950	-3%	-$73.7K	0.65%	39
2024 Q1	$2.83M	Sell	34,055 -43,450	-56%	-$3.47M	0.83%	32
2023 Q4	$6.16M	Sell	77,505 -1,100	-1%	-$87.5K	2.05%	17
2023 Q3	$6.74M	Buy	78,605 +5,400	+7%	+$427K	2.37%	12
2023 Q2	$5.08M	Sell	73,205 -1,900	-3%	-$133K	1.87%	17
2023 Q1	$5.44M	Sell	75,105 -900	-1%	-$73.6K	2.15%	17
2022 Q4	$6.48M	Hold	76,005	–	–	2.71%	12
2022 Q3	$7.32M	Sell	76,005 -12,005	-14%	-$1.17M	3.17%	7
2022 Q2	$7.54M	Sell	88,010 -5,235	-6%	-$509K	2.94%	9
2022 Q1	$9.61M	Sell	93,245 -2,600	-3%	-$210K	2.97%	9
2021 Q4	$6.78M	Buy	95,845 +63,000	+192%	+$3.94M	2.1%	14
2021 Q3	$1.83M	Buy	+32,845	New	+$1.58M	0.63%	41

Other funds holding CF

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return