Howe & Rusling’s CRH CRH Stock Holding History

Howe & Rusling’s Portfolio CRH Stock Details CRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-246	Closed	-$8K	–	476
2022 Q3	$8K	Sell	246 -241	-49%	-$8.77K	﹤0.01%	572
2022 Q2	$17K	Hold	487	–	–	﹤0.01%	443
2022 Q1	$20K	Sell	487 -77	-14%	-$3.67K	﹤0.01%	417
2021 Q4	$30K	Sell	564 -64	-10%	-$3.16K	﹤0.01%	379
2021 Q3	$29K	Hold	628	–	–	﹤0.01%	365
2021 Q2	$32K	Sell	628 -85	-12%	-$4.25K	﹤0.01%	345
2021 Q1	$33K	Sell	713 -56	-7%	-$2.52K	﹤0.01%	336
2020 Q4	$33K	Hold	769	–	–	0.01%	318
2020 Q3	$28K	Buy	769 +86	+13%	+$3.24K	﹤0.01%	317
2020 Q2	$23K	Buy	683 +119	+21%	+$3.67K	﹤0.01%	330
2020 Q1	$15K	Buy	564 +49	+10%	+$1.68K	﹤0.01%	376
2019 Q4	$21K	Hold	515	–	–	﹤0.01%	372
2019 Q3	$18K	Buy	515 +103	+25%	+$3.41K	﹤0.01%	399
2019 Q2	$13K	Buy	412 +50	+14%	+$1.63K	﹤0.01%	418
2019 Q1	$11K	Sell	362 -34	-9%	-$1.02K	﹤0.01%	435
2018 Q4	$10K	Buy	396 +107	+37%	+$3.03K	﹤0.01%	439
2018 Q3	$9K	Hold	289	–	–	﹤0.01%	522
2018 Q2	$10K	Hold	289	–	–	﹤0.01%	456
2018 Q1	$10K	Buy	+289	New	+$10.3K	﹤0.01%	496

Other funds holding CRH

Fidelity Investments

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return