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Morton Brown Family Wealth’s Centene CNC Stock Holding History

Morton Brown Family Wealth’s Portfolio CNC Stock Details CNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16
Closed -$1.01K – 205
2023
Q1 		$1.01K Buy
+16
New +$1.14K ﹤0.01% 266
2022
Q1 		– Sell
-46
Closed -$4K – 156
2021
Q4 		$4K Buy
+46
New +$3.37K ﹤0.01% 138

Other funds holding CNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Morton Brown Family Wealth's CNC Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Centene (CNC) in Q2 2023, closing a stake of 16 shares — an estimated $1.01K sold.

Morton Brown Family Wealth first reported a position in CNC in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 834 funds tracked by Wall St. Rank hold CNC as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Centene position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 16 Centene shares in Q2 2023, an estimated $1.01K.
  • Morton Brown Family Wealth first reported a position in Centene in Q4 2021 and held it in 2 quarters.
  • Morton Brown Family Wealth's Centene position peaked at $4K in Q4 2021.
  • 834 funds tracked by Wall St. Rank held Centene as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.