USA Financial Formulas’s Crocs CROX Stock Holding History

USA Financial Formulas’s Portfolio CROX Stock Details CROX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$415	Sell	5 -1	-17%	-$86	﹤0.01%	407
2025 Q4	$513	Buy	+6	New	+$502	﹤0.01%	366
2023 Q3	–	Sell	-51	Closed	-$5.73K	–	506
2023 Q2	$5.73K	Buy	+51	New	+$6.08K	0.01%	212
2022 Q1	–	Sell	-1,252	Closed	-$161K	–	376
2021 Q4	$161K	Sell	1,252 -558	-31%	-$86K	0.14%	90
2021 Q3	$260K	Sell	1,810 -966	-35%	-$133K	0.23%	107
2021 Q2	$323K	Sell	2,776 -867	-24%	-$85.3K	0.27%	106
2021 Q1	$293K	Buy	3,643 +1,020	+39%	+$77.8K	0.24%	105
2020 Q4	$164K	Buy	+2,623	New	+$150K	0.13%	133
2019 Q3	–	Sell	-11,660	Closed	-$300K	–	217
2019 Q2	$300K	Buy	11,660 +1,778	+18%	+$41.2K	0.15%	82
2019 Q1	$254K	Sell	9,882 -527	-5%	-$14.4K	0.16%	79
2018 Q4	$222K	Buy	+10,409	New	+$243K	0.06%	250
2018 Q3	–	Sell	-27,279	Closed	-$443K	–	292
2018 Q2	$443K	Hold	27,279	–	–	0.11%	149
2018 Q1	$443K	Buy	+27,279	New	+$378K	0.11%	149

Other funds holding CROX

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

WIT Partners Advisory Singapore $342M AUM 8.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return