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Lee Financial’s Cerence CRNC Stock Holding History

Lee Financial’s Portfolio CRNC Stock Details CRNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-195
Closed -$5K – 851
2022
Q2 		$5K Hold
195
– – ﹤0.01% 551
2022
Q1 		$7K Hold
195
– – ﹤0.01% 481
2021
Q4 		$15K Hold
195
– – ﹤0.01% 414
2021
Q3 		$19K Hold
195
– – ﹤0.01% 337
2021
Q2 		$21K Hold
195
– – ﹤0.01% 316
2021
Q1 		$17K Hold
195
– – ﹤0.01% 319
2020
Q4 		$20K Sell
195
-40
-17% -$2.98K 0.01% 284
2020
Q3 		$11K Buy
235
+70
+42% +$3.36K ﹤0.01% 384
2020
Q2 		$7K Buy
+165
New +$4.74K ﹤0.01% 407

Other funds holding CRNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Lee Financial's CRNC Position: Q3 2022 in Review

Lee Financial sold out of Cerence (CRNC) in Q3 2022, closing a stake of 195 shares — an estimated $5K sold.

Lee Financial first reported a position in CRNC in Q2 2020 and held it in 9 quarters. The position peaked at $21K in Q2 2021. 230 funds tracked by Wall St. Rank hold CRNC as of Q3 2022.

  • Lee Financial reported no remaining Cerence position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 195 Cerence shares in Q3 2022, an estimated $5K.
  • Lee Financial first reported a position in Cerence in Q2 2020 and held it in 9 quarters.
  • Lee Financial's Cerence position peaked at $21K in Q2 2021.
  • 230 funds tracked by Wall St. Rank held Cerence as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.