J. Goldman & Co’s Curtiss-Wright CW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-56,090	Closed	-$18.4M	–	499
2024 Q3	$18.4M	Buy	56,090 +4,049	+8%	+$1.2M	0.52%	53
2024 Q2	$14.1M	Buy	52,041 +866	+2%	+$231K	0.4%	81
2024 Q1	$13.1M	Buy	+51,175	New	+$11.9M	0.42%	77

Other funds holding CW

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

J. Goldman & Co's CW Position: Q4 2024 in Review

J. Goldman & Co sold out of Curtiss-Wright (CW) in Q4 2024, closing a stake of 56,090 shares — an estimated $18.4M sold.

J. Goldman & Co first reported a position in CW in Q1 2024 and held it in 3 quarters. The position peaked at $18.4M in Q3 2024. 622 funds tracked by Wall St. Rank hold CW as of Q4 2024.

J. Goldman & Co reported no remaining Curtiss-Wright position as of Q4 2024 after selling out during the quarter.
J. Goldman & Co sold 56,090 Curtiss-Wright shares in Q4 2024, an estimated $18.4M.
J. Goldman & Co first reported a position in Curtiss-Wright in Q1 2024 and held it in 3 quarters.
J. Goldman & Co's Curtiss-Wright position peaked at $18.4M in Q3 2024.
622 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.