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Liberty One Investment Management’s Celsius Holdings CELH Stock Holding History

Liberty One Investment Management’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,389
Closed -$74.9K – 155
2024
Q3 		$74.9K Sell
2,389
-140
-6% -$5.88K 0.01% 151
2024
Q2 		$144K Sell
2,529
-455
-15% -$34.4K 0.02% 151
2024
Q1 		$247K Buy
+2,984
New +$205K 0.03% 124

Other funds holding CELH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty One Investment Management's CELH Position: Q4 2024 in Review

Liberty One Investment Management sold out of Celsius Holdings (CELH) in Q4 2024, closing a stake of 2,389 shares — an estimated $74.9K sold.

Liberty One Investment Management first reported a position in CELH in Q1 2024 and held it in 3 quarters. The position peaked at $247K in Q1 2024. 454 funds tracked by Wall St. Rank hold CELH as of Q4 2024.

  • Liberty One Investment Management reported no remaining Celsius Holdings position as of Q4 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 2,389 Celsius Holdings shares in Q4 2024, an estimated $74.9K.
  • Liberty One Investment Management first reported a position in Celsius Holdings in Q1 2024 and held it in 3 quarters.
  • Liberty One Investment Management's Celsius Holdings position peaked at $247K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.