ML&R Wealth Management’s CNA Financial CNA Stock Holding History

ML&R Wealth Management’s Portfolio CNA Stock Details CNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,007	Closed	-$386K	–	75
2023 Q2	$386K	Buy	+10,007	New	+$390K	0.09%	70

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ML&R Wealth Management's CNA Position: Q3 2023 in Review

ML&R Wealth Management sold out of CNA Financial (CNA) in Q3 2023, closing a stake of 10,007 shares — an estimated $386K sold.

ML&R Wealth Management first reported a position in CNA in Q2 2023 and held it in 1 quarter. The position peaked at $386K in Q2 2023. 207 funds tracked by Wall St. Rank hold CNA as of Q3 2023.

ML&R Wealth Management reported no remaining CNA Financial position as of Q3 2023 after selling out during the quarter.
ML&R Wealth Management sold 10,007 CNA Financial shares in Q3 2023, an estimated $386K.
ML&R Wealth Management first reported a position in CNA Financial in Q2 2023 and held it in 1 quarter.
ML&R Wealth Management's CNA Financial position peaked at $386K in Q2 2023.
207 funds tracked by Wall St. Rank held CNA Financial as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.