Private Ocean’s Crane Co CR Stock Holding History

Private Ocean’s Portfolio CR Stock Details CR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-98	Closed	-$8.73K	–	493
2023 Q2	$8.73K	Buy	+98	New	+$7.57K	﹤0.01%	396

Other funds holding CR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Ocean's CR Position: Q3 2023 in Review

Private Ocean sold out of Crane Co (CR) in Q3 2023, closing a stake of 98 shares — an estimated $8.73K sold.

Private Ocean first reported a position in CR in Q2 2023 and held it in 1 quarter. The position peaked at $8.73K in Q2 2023. 356 funds tracked by Wall St. Rank hold CR as of Q3 2023.

Private Ocean reported no remaining Crane Co position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 98 Crane Co shares in Q3 2023, an estimated $8.73K.
Private Ocean first reported a position in Crane Co in Q2 2023 and held it in 1 quarter.
Private Ocean's Crane Co position peaked at $8.73K in Q2 2023.
356 funds tracked by Wall St. Rank held Crane Co as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.