LAS
CCK icon

LWM Advisory Services’s Crown Holdings CCK Stock Holding History

LWM Advisory Services’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,610
Closed -$374K – 90
2022
Q3 		$374K Sell
4,610
-40
-0.9% -$3.73K 0.42% 73
2022
Q2 		$429K Buy
4,650
+2,317
+99% +$248K 0.51% 61
2022
Q1 		$292K Buy
+2,333
New +$276K 0.36% 83

Other funds holding CCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LWM Advisory Services's CCK Position: Q4 2022 in Review

LWM Advisory Services sold out of Crown Holdings (CCK) in Q4 2022, closing a stake of 4,610 shares — an estimated $374K sold.

LWM Advisory Services first reported a position in CCK in Q1 2022 and held it in 3 quarters. The position peaked at $429K in Q2 2022. 449 funds tracked by Wall St. Rank hold CCK as of Q4 2022.

  • LWM Advisory Services reported no remaining Crown Holdings position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 4,610 Crown Holdings shares in Q4 2022, an estimated $374K.
  • LWM Advisory Services first reported a position in Crown Holdings in Q1 2022 and held it in 3 quarters.
  • LWM Advisory Services's Crown Holdings position peaked at $429K in Q2 2022.
  • 449 funds tracked by Wall St. Rank held Crown Holdings as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.