Smith Graham & Co Investment Advisors’s Clearfield CLFD Stock Holding History

Smith Graham & Co Investment Advisors’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$5.15M	Buy	+177,037	New	+$4.72M	0.59%	77

Other funds holding CLFD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smith Graham & Co Investment Advisors's CLFD Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors opened a new position in Clearfield (CLFD) in Q4 2023: 177,037 shares worth $5.15M. The stake represents 0.59% of the portfolio and ranks #77 among its holdings.

138 funds tracked by Wall St. Rank hold CLFD as of Q4 2023.

Smith Graham & Co Investment Advisors held 177,037 shares of Clearfield worth $5.15M as of Q4 2023.
Clearfield was a new Smith Graham & Co Investment Advisors position in Q4 2023.
Clearfield made up 0.59% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #77 holding.
138 funds tracked by Wall St. Rank held Clearfield as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.