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Natural Investments’s Curtiss-Wright CW Stock Holding History

Natural Investments’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-941,821
Closed -$119M – 3
2021
Q3 		$119M Sell
941,821
-24,674
-3% -$2.95M 29.9% 3
2021
Q2 		$115M Sell
966,495
-22,800
-2% -$2.85M 23.47% 3
2021
Q1 		$117M Hold
989,295
– – 23.03% 3
2020
Q4 		$115M Buy
+989,295
New +$104M 23.51% 3

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Natural Investments's CW Position: Q4 2021 in Review

Natural Investments sold out of Curtiss-Wright (CW) in Q4 2021, closing a stake of 941,821 shares — an estimated $119M sold.

Natural Investments first reported a position in CW in Q4 2020 and held it in 4 quarters. The position peaked at $119M in Q3 2021. 340 funds tracked by Wall St. Rank hold CW as of Q4 2021.

  • Natural Investments reported no remaining Curtiss-Wright position as of Q4 2021 after selling out during the quarter.
  • Natural Investments sold 941,821 Curtiss-Wright shares in Q4 2021, an estimated $119M.
  • Natural Investments first reported a position in Curtiss-Wright in Q4 2020 and held it in 4 quarters.
  • Natural Investments's Curtiss-Wright position peaked at $119M in Q3 2021.
  • 340 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2021.

Based on Natural Investments's 13F filing for Q4 2021, filed 3 Feb 2022.