SFS
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Sowell Financial Services’s Crown Holdings CCK Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,047
Closed -$343K – 875
2021
Q1 		$343K Sell
3,047
-2,045
-40% -$197K 0.01% 783
2020
Q4 		$510K Buy
5,092
+1,218
+31% +$112K 0.02% 516
2020
Q3 		$298K Sell
3,874
-896
-19% -$65.6K 0.01% 618
2020
Q2 		$311K Sell
4,770
-10,936
-70% -$688K 0.02% 584
2020
Q1 		$912K Buy
15,706
+11,991
+323% +$835K 0.07% 264
2019
Q4 		$269K Sell
3,715
-826
-18% -$58.9K 0.02% 618
2019
Q3 		$300K Buy
+4,541
New +$291K 0.02% 537

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Fidelity Investments
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JP Morgan Chase
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return