Icon Wealth Partners’s CRH CRH Stock Holding History

Icon Wealth Partners’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
2023 Q3	$128K	Buy	2,338 +457	+24%	+$26K	0.01%	343
2023 Q2	$105K	Sell	1,881 -1,534	-45%	-$76.6K	0.01%	403
2023 Q1	$174K	Buy	+3,415	New	+$162K	0.02%	334
2022 Q2	$304K	Sell	8,736 -814	-9%	-$31.7K	0.04%	241
2022 Q1	$383K	Sell	9,550 -475	-5%	-$22.6K	0.04%	242
2021 Q4	$529K	Buy	10,025 +193	+2%	+$9.52K	0.05%	208
2021 Q3	$460K	Buy	9,832 +1,092	+12%	+$55.3K	0.05%	230
2021 Q2	$444K	Buy	8,740 +3,172	+57%	+$159K	0.05%	234
2021 Q1	$262K	Buy	+5,568	New	+$250K	0.03%	285
2019 Q2	–	Sell	-161	Closed	-$5K	–	291
2019 Q1	$5K	Buy	+161	New	+$4.83K	﹤0.01%	750
2018 Q3	–	Sell	-247	Closed	-$9K	–	369
2018 Q2	$9K	Buy	+247	New	+$8.89K	﹤0.01%	702
2018 Q1	–	Sell	-1,263	Closed	-$46K	–	359
2017 Q4	$46K	Buy	+1,263	New	+$45.2K	0.02%	439

Other funds holding CRH

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Icon Wealth Partners's CRH Position: Q3 2023 in Review

Icon Wealth Partners increased its CRH (CRH) stake by 24% in Q3 2023, buying an estimated $26K and bringing the position to 2,338 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #343.

Icon Wealth Partners first reported a position in CRH in Q4 2017 and has held it in 12 quarters since. The position peaked at $529K in Q4 2021. 430 funds tracked by Wall St. Rank hold CRH as of Q3 2023.

Icon Wealth Partners held 2,338 shares of CRH worth $128K as of Q3 2023.
Icon Wealth Partners bought 457 CRH shares in Q3 2023, an estimated $26K.
CRH made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #343 holding.
Icon Wealth Partners first reported a position in CRH in Q4 2017 and has held it in 12 quarters since.
Icon Wealth Partners's CRH position peaked at $529K in Q4 2021.
430 funds tracked by Wall St. Rank held CRH as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.