HC
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Hoese & Co’s Clearfield CLFD Stock Holding History

Hoese & Co’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-948
Closed -$24.1K – 141
2023
Q4 		$24.1K Hold
948
– – 0.02% 89
2023
Q3 		$27.2K Hold
948
– – 0.03% 86
2023
Q2 		$44.9K Hold
948
– – 0.04% 77
2023
Q1 		$59.4K Hold
948
– – 0.07% 65
2022
Q4 		$125K Hold
948
– – 0.13% 52
2022
Q3 		$99K Hold
948
– – 0.12% 54
2022
Q2 		$59K Hold
948
– – 0.07% 73
2022
Q1 		$62K Sell
948
-2
-0.2% -$126 0.06% 72
2021
Q4 		$80K Hold
950
– – 0.08% 71
2021
Q3 		$42K Buy
+950
New +$39.9K 0.05% 94

Other funds holding CLFD

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Hoese & Co's CLFD Position: Q1 2024 in Review

Hoese & Co sold out of Clearfield (CLFD) in Q1 2024, closing a stake of 948 shares — an estimated $24.1K sold.

Hoese & Co first reported a position in CLFD in Q3 2021 and held it in 10 quarters. The position peaked at $125K in Q4 2022. 139 funds tracked by Wall St. Rank hold CLFD as of Q1 2024.

  • Hoese & Co reported no remaining Clearfield position as of Q1 2024 after selling out during the quarter.
  • Hoese & Co sold 948 Clearfield shares in Q1 2024, an estimated $24.1K.
  • Hoese & Co first reported a position in Clearfield in Q3 2021 and held it in 10 quarters.
  • Hoese & Co's Clearfield position peaked at $125K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Clearfield as of Q1 2024.

Based on Hoese & Co's 13F filing for Q1 2024, filed 8 Apr 2024.