Lee Financial’s Crown Holdings CCK Stock Holding History

Lee Financial’s Portfolio CCK Stock Details CCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-150	Closed	-$13.3K	–	868
2023 Q3	$13.3K	Buy	+150	New	+$13.4K	﹤0.01%	367

Other funds holding CCK

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lee Financial's CCK Position: Q4 2023 in Review

Lee Financial sold out of Crown Holdings (CCK) in Q4 2023, closing a stake of 150 shares — an estimated $13.3K sold.

Lee Financial first reported a position in CCK in Q3 2023 and held it in 1 quarter. The position peaked at $13.3K in Q3 2023. 499 funds tracked by Wall St. Rank hold CCK as of Q4 2023.

Lee Financial reported no remaining Crown Holdings position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 150 Crown Holdings shares in Q4 2023, an estimated $13.3K.
Lee Financial first reported a position in Crown Holdings in Q3 2023 and held it in 1 quarter.
Lee Financial's Crown Holdings position peaked at $13.3K in Q3 2023.
499 funds tracked by Wall St. Rank held Crown Holdings as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.