OAM
CNA icon

Optimal Asset Management’s CNA Financial CNA Stock Holding History

Optimal Asset Management’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$531K Buy
12,658
+21
+0.2% +$917 0.07% 300
2021
Q2 		$575K Hold
12,637
– – 0.07% 305
2021
Q1 		$564K Buy
+12,637
New +$539K 0.07% 297

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimal Asset Management's CNA Position: Q3 2021 in Review

Optimal Asset Management increased its CNA Financial (CNA) stake by 0.17% in Q3 2021, buying an estimated $917 and bringing the position to 12,658 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #300.

Optimal Asset Management first reported a position in CNA in Q1 2021 and has held it in 3 quarters since. The position peaked at $575K in Q2 2021. 162 funds tracked by Wall St. Rank hold CNA as of Q3 2021.

  • Optimal Asset Management held 12,658 shares of CNA Financial worth $531K as of Q3 2021.
  • Optimal Asset Management bought 21 CNA Financial shares in Q3 2021, an estimated $917.
  • CNA Financial made up 0.07% of Optimal Asset Management's portfolio in Q3 2021, its #300 holding.
  • Optimal Asset Management first reported a position in CNA Financial in Q1 2021 and has held it in 3 quarters since.
  • Optimal Asset Management's CNA Financial position peaked at $575K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held CNA Financial as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.