HM Payson & Co’s Cerence CRNC Stock Holding History

HM Payson & Co’s Portfolio CRNC Stock Details CRNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,500	Closed	-$39K	–	952
2022 Q3	$39K	Hold	2,500	–	–	﹤0.01%	608
2022 Q2	$63K	Hold	2,500	–	–	﹤0.01%	544
2022 Q1	$90K	Buy	2,500 +1,000	+67%	+$49.2K	﹤0.01%	509
2021 Q4	$115K	Sell	1,500 -27	-2%	-$2.38K	﹤0.01%	477
2021 Q3	$147K	Hold	1,527	–	–	﹤0.01%	432
2021 Q2	$163K	Buy	1,527 +1,500	+5,556%	+$148K	﹤0.01%	418
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	1034
2020 Q4	$3K	Buy	+27	New	+$2.01K	﹤0.01%	969

Other funds holding CRNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HM Payson & Co's CRNC Position: Q4 2022 in Review

HM Payson & Co sold out of Cerence (CRNC) in Q4 2022, closing a stake of 2,500 shares — an estimated $39K sold.

HM Payson & Co first reported a position in CRNC in Q4 2020 and held it in 8 quarters. The position peaked at $163K in Q2 2021. 223 funds tracked by Wall St. Rank hold CRNC as of Q4 2022.

HM Payson & Co reported no remaining Cerence position as of Q4 2022 after selling out during the quarter.
HM Payson & Co sold 2,500 Cerence shares in Q4 2022, an estimated $39K.
HM Payson & Co first reported a position in Cerence in Q4 2020 and held it in 8 quarters.
HM Payson & Co's Cerence position peaked at $163K in Q2 2021.
223 funds tracked by Wall St. Rank held Cerence as of Q4 2022.

Based on HM Payson & Co's 13F filing for Q4 2022, filed 6 Feb 2023.