SFP
CNH

Sweet Financial Partners’s CNH Industrial CNH Stock Holding History

Sweet Financial Partners’s Portfolio CNH Stock Details CNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.6M Buy
144,140
+9,030
+7% +$91.9K 0.35% 63
2024
Q2 		$1.37M Buy
135,110
+3,805
+3% +$43.1K 0.31% 67
2024
Q1 		$1.7M Buy
131,305
+5,000
+4% +$60.5K 0.39% 57
2023
Q4 		$1.54M Buy
126,305
+106,305
+532% +$1.19M 0.37% 58
2023
Q3 		$242K Buy
+20,000
New +$277K 0.06% 156

Other funds holding CNH

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sweet Financial Partners's CNH Position: Q3 2024 in Review

Sweet Financial Partners increased its CNH Industrial (CNH) stake by 6.7% in Q3 2024, buying an estimated $91.9K and bringing the position to 144,140 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #63.

Sweet Financial Partners first reported a position in CNH in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.7M in Q1 2024. 452 funds tracked by Wall St. Rank hold CNH as of Q3 2024.

  • Sweet Financial Partners held 144,140 shares of CNH Industrial worth $1.6M as of Q3 2024.
  • Sweet Financial Partners bought 9,030 CNH Industrial shares in Q3 2024, an estimated $91.9K.
  • CNH Industrial made up 0.35% of Sweet Financial Partners's portfolio in Q3 2024, its #63 holding.
  • Sweet Financial Partners first reported a position in CNH Industrial in Q3 2023 and has held it in 5 quarters since.
  • Sweet Financial Partners's CNH Industrial position peaked at $1.7M in Q1 2024.
  • 452 funds tracked by Wall St. Rank held CNH Industrial as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.