Moran Wealth Management’s Celanese CE Stock Holding History

Moran Wealth Management’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-217,523	Closed	-$29.6M	–	420
2024 Q3	$29.6M	Buy	217,523 +103	+0%	+$13.5K	0.91%	20
2024 Q2	$29.3M	Sell	217,420 -186	-0.1%	-$28.4K	0.97%	17
2024 Q1	$37.4M	Sell	217,606 -286	-0.1%	-$43.6K	1.21%	10
2023 Q4	$33.9M	Sell	217,892 -6,580	-3%	-$858K	1.2%	9
2023 Q3	$28.2M	Buy	224,472 +305	+0.1%	+$37.5K	1.09%	15
2023 Q2	$26M	Sell	224,167 -3,484	-2%	-$378K	0.97%	16
2023 Q1	$24.8M	Buy	227,651 +154,018	+209%	+$17.8M	0.94%	17
2022 Q4	$7.53M	Buy	+73,633	New	+$7.3M	0.29%	113

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Moran Wealth Management's CE Position: Q4 2024 in Review

Moran Wealth Management sold out of Celanese (CE) in Q4 2024, closing a stake of 217,523 shares — an estimated $29.6M sold.

Moran Wealth Management first reported a position in CE in Q4 2022 and held it in 8 quarters. The position peaked at $37.4M in Q1 2024. 569 funds tracked by Wall St. Rank hold CE as of Q4 2024.

Moran Wealth Management reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
Moran Wealth Management sold 217,523 Celanese shares in Q4 2024, an estimated $29.6M.
Moran Wealth Management first reported a position in Celanese in Q4 2022 and held it in 8 quarters.
Moran Wealth Management's Celanese position peaked at $37.4M in Q1 2024.
569 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.