Lloyd Advisory Services’s Crane Co CR Stock Holding History

Lloyd Advisory Services’s Portfolio CR Stock Details CR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,131	Closed	-$456K	–	187
2023 Q3	$456K	Buy	+5,131	New	+$457K	0.15%	141

Other funds holding CR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lloyd Advisory Services's CR Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Crane Co (CR) in Q4 2023, closing a stake of 5,131 shares — an estimated $456K sold.

Lloyd Advisory Services first reported a position in CR in Q3 2023 and held it in 1 quarter. The position peaked at $456K in Q3 2023. 386 funds tracked by Wall St. Rank hold CR as of Q4 2023.

Lloyd Advisory Services reported no remaining Crane Co position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 5,131 Crane Co shares in Q4 2023, an estimated $456K.
Lloyd Advisory Services first reported a position in Crane Co in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Crane Co position peaked at $456K in Q3 2023.
386 funds tracked by Wall St. Rank held Crane Co as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.