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Systematic Alpha Investments’s Carpenter Technology CRS Stock Holding History

Systematic Alpha Investments’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$709K Hold
1,800
– – 0.02% 130
2025
Q4 		$567K Hold
1,800
– – 0.02% 142
2025
Q3 		$442K Hold
1,800
– – 0.01% 158
2025
Q2 		$497K Hold
1,800
– – 0.02% 152
2025
Q1 		$326K Hold
1,800
– – 0.01% 181
2024
Q4 		$305K Hold
1,800
– – 0.01% 193
2024
Q3 		$287K Buy
+1,800
New +$244K 0.01% 193

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Alpha Investments's CRS Position: Q1 2026 in Review

Systematic Alpha Investments held its Carpenter Technology (CRS) position steady in Q1 2026 at 1,800 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #130.

Systematic Alpha Investments first reported a position in CRS in Q3 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Systematic Alpha Investments held 1,800 shares of Carpenter Technology worth $709K as of Q1 2026.
  • Systematic Alpha Investments left its Carpenter Technology share count unchanged in Q1 2026.
  • Carpenter Technology made up 0.02% of Systematic Alpha Investments's portfolio in Q1 2026, its #130 holding.
  • Systematic Alpha Investments first reported a position in Carpenter Technology in Q3 2024 and has held it in 7 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.