J. Goldman & Co’s Carpenter Technology CRS Stock Holding History

J. Goldman & Co’s Portfolio CRS Stock Details CRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,295	Closed	-$1.02M	–	492
2024 Q2	$1.02M	Buy	+9,295	New	+$893K	0.03%	301

Other funds holding CRS

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

J. Goldman & Co's CRS Position: Q3 2024 in Review

J. Goldman & Co sold out of Carpenter Technology (CRS) in Q3 2024, closing a stake of 9,295 shares — an estimated $1.02M sold.

J. Goldman & Co first reported a position in CRS in Q2 2024 and held it in 1 quarter. The position peaked at $1.02M in Q2 2024. 408 funds tracked by Wall St. Rank hold CRS as of Q3 2024.

J. Goldman & Co reported no remaining Carpenter Technology position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 9,295 Carpenter Technology shares in Q3 2024, an estimated $1.02M.
J. Goldman & Co first reported a position in Carpenter Technology in Q2 2024 and held it in 1 quarter.
J. Goldman & Co's Carpenter Technology position peaked at $1.02M in Q2 2024.
408 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.