MIA
CCC

Milestone Investment Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Milestone Investment Advisors’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-120
Closed -$1.6K – 178
2023
Q3 		$1.6K Buy
+120
New +$1.32K ﹤0.01% 401

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Milestone Investment Advisors's CCC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of CCC Intelligent Solutions (CCC) in Q4 2023, closing a stake of 120 shares — an estimated $1.6K sold.

Milestone Investment Advisors first reported a position in CCC in Q3 2023 and held it in 1 quarter. The position peaked at $1.6K in Q3 2023. 240 funds tracked by Wall St. Rank hold CCC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining CCC Intelligent Solutions position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 120 CCC Intelligent Solutions shares in Q4 2023, an estimated $1.6K.
  • Milestone Investment Advisors first reported a position in CCC Intelligent Solutions in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's CCC Intelligent Solutions position peaked at $1.6K in Q3 2023.
  • 240 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.