Marks Group Wealth Management’s CRH CRH Stock Holding History

Marks Group Wealth Management’s Portfolio CRH Stock Details CRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,329	Closed	-$909K	–	299
2025 Q1	$909K	Sell	10,329 -917	-8%	-$90.2K	0.09%	191
2024 Q4	$1.04M	Sell	11,246 -614	-5%	-$59.1K	0.1%	168
2024 Q3	$1.1M	Sell	11,860 -500	-4%	-$42K	0.11%	172
2024 Q2	$927K	Sell	12,360 -641	-5%	-$51.1K	0.1%	173
2024 Q1	$1.12M	Buy	13,001 +754	+6%	+$57.6K	0.12%	161
2023 Q4	$847K	Sell	12,247 -256	-2%	-$15.4K	0.1%	179
2023 Q3	$684K	Buy	12,503 +1,347	+12%	+$76.6K	0.08%	186
2023 Q2	$622K	Sell	11,156 -2,153	-16%	-$107K	0.07%	194
2023 Q1	$677K	Sell	13,309 -3,368	-20%	-$160K	0.09%	186
2022 Q4	$664K	Sell	16,677 -1,141	-6%	-$42.7K	0.09%	186
2022 Q3	$575K	Sell	17,818 -1,428	-7%	-$51.9K	0.09%	188
2022 Q2	$671K	Sell	19,246 -672	-3%	-$26.1K	0.1%	192
2022 Q1	$798K	Buy	19,918 +3,453	+21%	+$164K	0.1%	189
2021 Q4	$863K	Buy	16,465 +7,740	+89%	+$382K	0.11%	189
2021 Q3	$405K	Buy	+8,725	New	+$442K	0.05%	220

Other funds holding CRH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return