NPIC
CLFD icon

Neumeier Poma Investment Counsel’s Clearfield CLFD Stock Holding History

Neumeier Poma Investment Counsel’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-254,140
Closed -$7.28M – 40
2023
Q3 		$7.28M Sell
254,140
-142,758
-36% -$5.6M 0.71% 42
2023
Q2 		$18.8M Sell
396,898
-18,165
-4% -$776K 1.72% 30
2023
Q1 		$19.3M Buy
415,063
+49,300
+13% +$3.18M 1.8% 29
2022
Q4 		$34.4M Sell
365,763
-6,010
-2% -$633K 3.2% 12
2022
Q3 		$38.9M Buy
371,773
+192,238
+107% +$18.7M 3.85% 5
2022
Q2 		$11.1M Buy
+179,535
New +$10.5M 0.87% 39

Other funds holding CLFD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neumeier Poma Investment Counsel's CLFD Position: Q4 2023 in Review

Neumeier Poma Investment Counsel sold out of Clearfield (CLFD) in Q4 2023, closing a stake of 254,140 shares — an estimated $7.28M sold.

Neumeier Poma Investment Counsel first reported a position in CLFD in Q2 2022 and held it in 6 quarters. The position peaked at $38.9M in Q3 2022. 138 funds tracked by Wall St. Rank hold CLFD as of Q4 2023.

  • Neumeier Poma Investment Counsel reported no remaining Clearfield position as of Q4 2023 after selling out during the quarter.
  • Neumeier Poma Investment Counsel sold 254,140 Clearfield shares in Q4 2023, an estimated $7.28M.
  • Neumeier Poma Investment Counsel first reported a position in Clearfield in Q2 2022 and held it in 6 quarters.
  • Neumeier Poma Investment Counsel's Clearfield position peaked at $38.9M in Q3 2022.
  • 138 funds tracked by Wall St. Rank held Clearfield as of Q4 2023.

Based on Neumeier Poma Investment Counsel's 13F filing for Q4 2023, filed 13 Feb 2024.