SWP
CCC

Sagespring Wealth Partners’s CCC Intelligent Solutions CCC Stock Holding History

Sagespring Wealth Partners’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,366
Closed -$133K – 661
2024
Q4 		$133K Buy
+11,366
New +$132K ﹤0.01% 597

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Sagespring Wealth Partners's CCC Position: Q1 2025 in Review

Sagespring Wealth Partners sold out of CCC Intelligent Solutions (CCC) in Q1 2025, closing a stake of 11,366 shares — an estimated $133K sold.

Sagespring Wealth Partners first reported a position in CCC in Q4 2024 and held it in 1 quarter. The position peaked at $133K in Q4 2024. 337 funds tracked by Wall St. Rank hold CCC as of Q1 2025.

  • Sagespring Wealth Partners reported no remaining CCC Intelligent Solutions position as of Q1 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 11,366 CCC Intelligent Solutions shares in Q1 2025, an estimated $133K.
  • Sagespring Wealth Partners first reported a position in CCC Intelligent Solutions in Q4 2024 and held it in 1 quarter.
  • Sagespring Wealth Partners's CCC Intelligent Solutions position peaked at $133K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2025.

Based on Sagespring Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.