McClarren Financial Advisors’s Quaker Houghton KWR Stock Holding History

McClarren Financial Advisors’s Portfolio KWR Stock Details KWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	–	–	411
2023 Q1	$0	Hold	1	–	–	﹤0.01%	407
2022 Q4	$0	Buy	+1	New	+$168	﹤0.01%	413

Other funds holding KWR

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

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

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

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

McClarren Financial Advisors's KWR Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Quaker Houghton (KWR) in Q2 2023, closing a stake of 1 share.

McClarren Financial Advisors first reported a position in KWR in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 245 funds tracked by Wall St. Rank hold KWR as of Q2 2023.

McClarren Financial Advisors reported no remaining Quaker Houghton position as of Q2 2023 after selling out during the quarter.
McClarren Financial Advisors sold 1 Quaker Houghton share in Q2 2023.
McClarren Financial Advisors first reported a position in Quaker Houghton in Q4 2022 and held it in 2 quarters.
McClarren Financial Advisors's Quaker Houghton position peaked at $0 in Q1 2023.
245 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.