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Legacy Advisors’s Carpenter Technology CRS Stock Holding History

Legacy Advisors’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
2025
Q1 		$463K Buy
+22
New +$4.24K 0.05% 271

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SP
SurgoCap Partners New York $3.09B AUM 56.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Legacy Advisors's CRS Position: Q1 2025 in Review

Legacy Advisors opened a new position in Carpenter Technology (CRS) in Q1 2025: 22 shares worth $463K. The stake represents 0.05% of the portfolio and ranks #271 among its holdings.

479 funds tracked by Wall St. Rank hold CRS as of Q1 2025.

  • Legacy Advisors held 22 shares of Carpenter Technology worth $463K as of Q1 2025.
  • Carpenter Technology was a new Legacy Advisors position in Q1 2025.
  • Carpenter Technology made up 0.05% of Legacy Advisors's portfolio in Q1 2025, its #271 holding.
  • 479 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.