SSG
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Summit Securities Group’s Caesars Entertainment CZR Stock Holding History

Summit Securities Group’s Portfolio CZR Stock Details CZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30,000
Closed -$702K – 1118
2025
Q4 		$702K Buy
+30,000
New +$674K 0.09% 157
2023
Q1 		– Sell
-50,000
Closed -$2.08M – 903
2022
Q4 		$2.08M Buy
+50,000
New +$2.23M 0.08% 117
2021
Q4 		– Sell
-20
Closed -$225K – 834
2021
Q3 		$225K Hold
20
– – 0.02% 610
2021
Q2 		$208K Buy
+20
New +$2.02K 0.02% 648
2020
Q3 		– Sell
-999
Closed -$4M – 397
2020
Q2 		$4M Buy
999
+799
+400% +$22.1K 0.5% 37
2020
Q1 		$288K Sell
200
-350
-64% -$16.4K 0.05% 212
2019
Q4 		$3.28M Buy
550
+250
+83% +$12.4K 0.25% 94
2019
Q3 		$1.2M Buy
+300
New +$12.7K 0.11% 120

Other funds holding CZR

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return