Institutional & Family Asset Management’s CRH CRH Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$8.31K	Sell	111 -9	-8%	-$718	﹤0.01%	442
2024 Q1	$10.3K	Buy	120 +51	+74%	+$3.9K	﹤0.01%	409
2023 Q4	$4.76K	Hold	69	–	–	﹤0.01%	486
2023 Q3	$3.77K	Sell	69 -7	-9%	-$398	﹤0.01%	498
2023 Q2	$4.22K	Sell	76 -8	-10%	-$399	﹤0.01%	499
2023 Q1	$4.28K	Sell	84 -5	-6%	-$237	﹤0.01%	495
2022 Q4	$3.55K	Sell	89 -12	-12%	-$449	﹤0.01%	508
2022 Q3	$3K	Hold	101	–	–	﹤0.01%	541
2022 Q2	$4K	Buy	101 +1	+1%	+$39	﹤0.01%	518
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	574
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	555
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	651
2021 Q2	$5K	Buy	100 +14	+16%	+$700	﹤0.01%	701
2021 Q1	$4K	Buy	86 +26	+43%	+$1.17K	﹤0.01%	710
2020 Q4	$3K	Buy	60 +32	+114%	+$1.26K	﹤0.01%	696
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	773
2020 Q2	$1K	Buy	28 +1	+4%	+$31	﹤0.01%	759
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	719
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	795
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	770
2019 Q2	$1K	Buy	27 +1	+4%	+$33	﹤0.01%	789
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	777
2018 Q4	$1K	Hold	26	–	–	﹤0.01%	753
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	793
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	784
2018 Q1	$1K	Buy	+26	New	+$922	﹤0.01%	773

Other funds holding CRH

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

CCI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Institutional & Family Asset Management reduced its CRH (CRH) stake by 7.5% in Q2 2024, selling an estimated $718 and leaving 111 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Institutional & Family Asset Management first reported a position in CRH in Q1 2018 and has held it in 26 quarters since. The position peaked at $10.3K in Q1 2024. 669 funds tracked by Wall St. Rank hold CRH as of Q2 2024.

Institutional & Family Asset Management held 111 shares of CRH worth $8.31K as of Q2 2024.
Institutional & Family Asset Management sold 9 CRH shares in Q2 2024, an estimated $718.
CRH made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #442 holding.
Institutional & Family Asset Management first reported a position in CRH in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's CRH position peaked at $10.3K in Q1 2024.
669 funds tracked by Wall St. Rank held CRH as of Q2 2024.

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