Institutional & Family Asset Management’s Crown Holdings CCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$4.91K Hold
66
﹤0.01% 500
2024
Q1
$5.23K Hold
66
﹤0.01% 487
2023
Q4
$6.08K Buy
+66
New +$5.6K ﹤0.01% 454

Other funds holding CCK

Institutional & Family Asset Management's CCK Position: Q2 2024 in Review

Institutional & Family Asset Management held its Crown Holdings (CCK) position steady in Q2 2024 at 66 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Institutional & Family Asset Management first reported a position in CCK in Q4 2023 and has held it in 3 quarters since. The position peaked at $6.08K in Q4 2023. 476 funds tracked by Wall St. Rank hold CCK as of Q2 2024.

  • Institutional & Family Asset Management held 66 shares of Crown Holdings worth $4.91K as of Q2 2024.
  • Institutional & Family Asset Management left its Crown Holdings share count unchanged in Q2 2024.
  • Crown Holdings made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #500 holding.
  • Institutional & Family Asset Management first reported a position in Crown Holdings in Q4 2023 and has held it in 3 quarters since.
  • Institutional & Family Asset Management's Crown Holdings position peaked at $6.08K in Q4 2023.
  • 476 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.