Montag & Associates’s CF Industries CF Stock Holding History

Montag & Associates’s Portfolio CF Stock Details CF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-24	Closed	-$2.15K	–	995
2025 Q3	$2.15K	Buy	+24	New	+$2.14K	﹤0.01%	908
2024 Q3	–	Sell	-219	Closed	-$16.2K	–	1032
2024 Q2	$16.2K	Hold	219	–	–	﹤0.01%	725
2024 Q1	$18.2K	Hold	219	–	–	﹤0.01%	707
2023 Q4	$17.4K	Hold	219	–	–	﹤0.01%	708
2023 Q3	$18.8K	Hold	219	–	–	﹤0.01%	677
2023 Q2	$15.2K	Hold	219	–	–	﹤0.01%	702
2023 Q1	$15.9K	Hold	219	–	–	﹤0.01%	692
2022 Q4	$18.7K	Hold	219	–	–	﹤0.01%	667
2022 Q3	$21K	Hold	219	–	–	﹤0.01%	655
2022 Q2	$19K	Hold	219	–	–	﹤0.01%	641
2022 Q1	$23K	Hold	219	–	–	﹤0.01%	657
2021 Q4	$16K	Hold	219	–	–	﹤0.01%	691
2021 Q3	$12K	Hold	219	–	–	﹤0.01%	712
2021 Q2	$11K	Hold	219	–	–	﹤0.01%	721
2021 Q1	$10K	Sell	219 -281	-56%	-$12.7K	﹤0.01%	729
2020 Q4	$19K	Buy	+500	New	+$16.5K	﹤0.01%	642
2014 Q2	–	Sell	-92,025	Closed	-$4.8M	–	243
2014 Q1	$4.8M	Sell	92,025 -1,325	-1%	-$64.5K	0.81%	37
2013 Q4	$4.35M	Buy	93,350 +21,700	+30%	+$949K	0.75%	43
2013 Q3	$3.02M	Buy	+71,650	New	+$2.74M	0.56%	59

Other funds holding CF

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montag & Associates's CF Position: Q4 2025 in Review

Montag & Associates sold out of CF Industries (CF) in Q4 2025, closing a stake of 24 shares — an estimated $2.15K sold.

Montag & Associates first reported a position in CF in Q3 2013 and held it in 19 quarters. The position peaked at $4.8M in Q1 2014. 812 funds tracked by Wall St. Rank hold CF as of Q4 2025.

Montag & Associates reported no remaining CF Industries position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 24 CF Industries shares in Q4 2025, an estimated $2.15K.
Montag & Associates first reported a position in CF Industries in Q3 2013 and held it in 19 quarters.
Montag & Associates's CF Industries position peaked at $4.8M in Q1 2014.
812 funds tracked by Wall St. Rank held CF Industries as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.