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LGT Financial Advisors’s Carpenter Technology CRS Stock Holding History

LGT Financial 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 		– Sell
-18
Closed -$3.06K – 397
2024
Q4 		$3.06K Buy
+18
New +$3.09K 0.01% 632

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

LGT Financial Advisors's CRS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Carpenter Technology (CRS) in Q1 2025, closing a stake of 18 shares — an estimated $3.06K sold.

LGT Financial Advisors first reported a position in CRS in Q4 2024 and held it in 1 quarter. The position peaked at $3.06K in Q4 2024. 479 funds tracked by Wall St. Rank hold CRS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Carpenter Technology position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 18 Carpenter Technology shares in Q1 2025, an estimated $3.06K.
  • LGT Financial Advisors first reported a position in Carpenter Technology in Q4 2024 and held it in 1 quarter.
  • LGT Financial Advisors's Carpenter Technology position peaked at $3.06K in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.