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Sequoia Financial Advisors’s Crown Holdings CCK Stock Holding History

Sequoia Financial Advisors’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$859K Buy
8,564
+1,412
+20% +$151K ﹤0.01% 964
2025
Q4 		$736K Buy
7,152
+2,912
+69% +$284K ﹤0.01% 1060
2025
Q3 		$410K Buy
+4,240
New +$425K ﹤0.01% 1228
2024
Q4 		– Sell
-2,788
Closed -$267K – 1366
2024
Q3 		$267K Buy
+2,788
New +$240K ﹤0.01% 1026
2024
Q1 		– Sell
-2,508
Closed -$231K – 1187
2023
Q4 		$231K Buy
+2,508
New +$213K ﹤0.01% 1039

Other funds holding CCK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return