SWS
CNH

SYSTM Wealth Solutions’s CNH Industrial CNH Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-1,067
Closed -$10.8K – 655
2024
Q2 		$10.8K Buy
1,067
+431
+68% +$4.88K ﹤0.01% 466
2024
Q1 		$8.24K Hold
636
– – ﹤0.01% 791
2023
Q4 		$7.75K Buy
+636
New +$7.1K ﹤0.01% 855
2023
Q1 		– Sell
-197,600
Closed -$3.17M – 537
2022
Q4 		$3.17M Buy
+197,600
New +$2.85M 0.39% 68

Other funds holding CNH

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $62.3B AUM 26.25% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's CNH Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of CNH Industrial (CNH) in Q3 2024, closing a stake of 1,067 shares — an estimated $10.8K sold.

SYSTM Wealth Solutions first reported a position in CNH in Q4 2022 and held it in 4 quarters. The position peaked at $3.17M in Q4 2022. 451 funds tracked by Wall St. Rank hold CNH as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining CNH Industrial position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,067 CNH Industrial shares in Q3 2024, an estimated $10.8K.
  • SYSTM Wealth Solutions first reported a position in CNH Industrial in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's CNH Industrial position peaked at $3.17M in Q4 2022.
  • 451 funds tracked by Wall St. Rank held CNH Industrial as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.