Lake Street Advisors Group’s Celanese CE Stock Holding History

Lake Street Advisors Group’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,177	Closed	-$296K	–	652
2024 Q3	$296K	Buy	2,177 +5	+0.2%	+$657	0.01%	453
2024 Q2	$293K	Sell	2,172 -40	-2%	-$6.11K	0.01%	452
2024 Q1	$380K	Sell	2,212 -40	-2%	-$6.09K	0.02%	400
2023 Q4	$350K	Buy	+2,252	New	+$294K	0.02%	398

Other funds holding CE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lake Street Advisors Group's CE Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Celanese (CE) in Q4 2024, closing a stake of 2,177 shares — an estimated $296K sold.

Lake Street Advisors Group first reported a position in CE in Q4 2023 and held it in 4 quarters. The position peaked at $380K in Q1 2024. 568 funds tracked by Wall St. Rank hold CE as of Q4 2024.

Lake Street Advisors Group reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
Lake Street Advisors Group sold 2,177 Celanese shares in Q4 2024, an estimated $296K.
Lake Street Advisors Group first reported a position in Celanese in Q4 2023 and held it in 4 quarters.
Lake Street Advisors Group's Celanese position peaked at $380K in Q1 2024.
568 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.