True North Advisors’s Celanese CE Stock Holding History

True North Advisors’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,000	Closed	-$544K	–	211
2023 Q1	$544K	Sell	5,000 -2,500	-33%	-$289K	0.16%	120
2022 Q4	$767K	Hold	7,500	–	–	0.26%	89
2022 Q3	$677K	Hold	7,500	–	–	0.22%	94
2022 Q2	$882K	Hold	7,500	–	–	0.27%	84
2022 Q1	$1.07M	Sell	7,500 -14	-0.2%	-$2.14K	0.29%	80
2021 Q4	$1.26M	Hold	7,514	–	–	0.21%	95
2021 Q3	$1.13M	Hold	7,514	–	–	0.22%	97
2021 Q2	$1.14M	Hold	7,514	–	–	0.24%	85
2021 Q1	$1.13M	Hold	7,514	–	–	0.27%	80
2020 Q4	$976K	Hold	7,514	–	–	0.25%	79
2020 Q3	$807K	Hold	7,514	–	–	0.24%	83
2020 Q2	$648K	Buy	+7,514	New	+$626K	0.16%	101

Other funds holding CE

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return