SWRP
CRH icon

Summit Wealth & Retirement Planning’s CRH CRH Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio CRH Stock Details CRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,000
Closed -$235K – 84
2021
Q1 		$235K Hold
5,000
– – 0.09% 89
2020
Q4 		$213K Buy
+5,000
New +$197K 0.08% 109
2020
Q1 		– Sell
-5,000
Closed -$202K – 116
2019
Q4 		$202K Buy
+5,000
New +$185K 0.09% 120

Other funds holding CRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth & Retirement Planning's CRH Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of CRH (CRH) in Q2 2021, closing a stake of 5,000 shares — an estimated $235K sold.

Summit Wealth & Retirement Planning first reported a position in CRH in Q4 2019 and held it in 3 quarters. The position peaked at $235K in Q1 2021. 230 funds tracked by Wall St. Rank hold CRH as of Q2 2021.

  • Summit Wealth & Retirement Planning reported no remaining CRH position as of Q2 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 5,000 CRH shares in Q2 2021, an estimated $235K.
  • Summit Wealth & Retirement Planning first reported a position in CRH in Q4 2019 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's CRH position peaked at $235K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held CRH as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.