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Patriot Financial Group Insurance Agency’s CRH CRH Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-420
Closed -$15K – 710
2022
Q2 		$15K Sell
420
-67
-14% -$2.61K ﹤0.01% 1097
2022
Q1 		$20K Sell
487
-81
-14% -$3.86K ﹤0.01% 1081
2021
Q4 		$30K Sell
568
-8
-1% -$395 0.01% 1055
2021
Q3 		$27K Buy
576
+72
+14% +$3.65K ﹤0.01% 1082
2021
Q2 		$26K Sell
504
-3
-0.6% -$150 ﹤0.01% 1070
2021
Q1 		$24K Hold
507
– – 0.01% 1018
2020
Q4 		$22K Buy
507
+4
+0.8% +$157 0.01% 938
2020
Q3 		$18K Hold
503
– – 0.01% 816
2020
Q2 		$17K Buy
503
+15
+3% +$463 0.01% 791
2020
Q1 		$13K Buy
488
+447
+1,090% +$15.4K 0.01% 775
2019
Q4 		$2K Hold
41
– – ﹤0.01% 1099
2019
Q3 		$1K Buy
41
+8
+24% +$265 ﹤0.01% 1160
2019
Q2 		$1K Buy
33
+4
+14% +$130 ﹤0.01% 1202
2019
Q1 		$1K Buy
+29
New +$869 ﹤0.01% 1084

Other funds holding CRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CRH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of CRH (CRH) in Q3 2022, closing a stake of 420 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in CRH in Q1 2019 and held it in 14 quarters. The position peaked at $30K in Q4 2021. 210 funds tracked by Wall St. Rank hold CRH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining CRH position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 420 CRH shares in Q3 2022, an estimated $15K.
  • Patriot Financial Group Insurance Agency first reported a position in CRH in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's CRH position peaked at $30K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held CRH as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.