SVB Wealth’s CRH CRH Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-2,095	Closed	-$184K	–	772
2025 Q1	$184K	Sell	2,095 -472	-18%	-$46.4K	0.01%	321
2024 Q4	$237K	Buy	+2,567	New	+$247K	﹤0.01%	629
2024 Q2	–	Sell	-4,565	Closed	-$394K	–	766
2024 Q1	$394K	Sell	4,565 -608	-12%	-$46.5K	0.01%	550
2023 Q4	$358K	Buy	5,173 +1,203	+30%	+$72.6K	0.01%	577
2023 Q3	$217K	Sell	3,970 -1,034	-21%	-$58.8K	﹤0.01%	717
2023 Q2	$279K	Sell	5,004 -352	-7%	-$17.6K	0.01%	707
2023 Q1	$272K	Sell	5,356 -850	-14%	-$40.3K	﹤0.01%	760
2022 Q4	$247K	Sell	6,206 -27	-0.4%	-$1.01K	﹤0.01%	829
2022 Q3	$200K	Buy	+6,233	New	+$227K	﹤0.01%	854
2021 Q2	–	Sell	-11,330	Closed	-$532K	–	996
2021 Q1	$532K	Buy	11,330 +2,102	+23%	+$94.5K	0.01%	504
2020 Q4	$393K	Buy	+9,228	New	+$363K	0.01%	536

Other funds holding CRH

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

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

Franklin Resources

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

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

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Boston Partners

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