Naviter Wealth’s CRH CRH Stock Holding History

Naviter Wealth’s Portfolio CRH Stock Details CRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,046	Closed	-$363K	–	201
2022 Q4	$363K	Buy	8,046 +713	+10%	+$26.7K	0.1%	171
2022 Q3	$238K	Buy	7,333 +465	+7%	+$16.9K	0.1%	171
2022 Q2	$239K	Buy	+6,868	New	+$267K	0.1%	170

Other funds holding CRH

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Naviter Wealth's CRH Position: Q1 2023 in Review

Naviter Wealth sold out of CRH (CRH) in Q1 2023, closing a stake of 8,046 shares — an estimated $363K sold.

Naviter Wealth first reported a position in CRH in Q2 2022 and held it in 3 quarters. The position peaked at $363K in Q4 2022. 258 funds tracked by Wall St. Rank hold CRH as of Q1 2023.

Naviter Wealth reported no remaining CRH position as of Q1 2023 after selling out during the quarter.
Naviter Wealth sold 8,046 CRH shares in Q1 2023, an estimated $363K.
Naviter Wealth first reported a position in CRH in Q2 2022 and held it in 3 quarters.
Naviter Wealth's CRH position peaked at $363K in Q4 2022.
258 funds tracked by Wall St. Rank held CRH as of Q1 2023.

Based on Naviter Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.