Venturi Wealth Management’s CRH CRH Stock Holding History

Venturi Wealth Management’s Portfolio CRH Stock Details CRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25	Closed	-$2.31K	–	839
2024 Q4	$2.31K	Sell	25 -18	-42%	-$1.73K	﹤0.01%	1832
2024 Q3	$3.99K	Buy	43 +28	+187%	+$2.35K	﹤0.01%	1546
2024 Q2	$1.13K	Buy	+15	New	+$1.2K	﹤0.01%	1463
2024 Q1	–	Sell	-310	Closed	-$21.4K	–	1379
2023 Q4	$21.4K	Buy	310 +275	+786%	+$16.6K	﹤0.01%	685
2023 Q3	$1.92K	Hold	35	–	–	﹤0.01%	1177
2023 Q2	$1.95K	Hold	35	–	–	﹤0.01%	924
2023 Q1	$1.78K	Buy	+35	New	+$1.66K	﹤0.01%	1031

Other funds holding CRH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Venturi Wealth Management's CRH Position: Q1 2025 in Review

Venturi Wealth Management sold out of CRH (CRH) in Q1 2025, closing a stake of 25 shares — an estimated $2.31K sold.

Venturi Wealth Management first reported a position in CRH in Q1 2023 and held it in 7 quarters. The position peaked at $21.4K in Q4 2023. 877 funds tracked by Wall St. Rank hold CRH as of Q1 2025.

Venturi Wealth Management reported no remaining CRH position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 25 CRH shares in Q1 2025, an estimated $2.31K.
Venturi Wealth Management first reported a position in CRH in Q1 2023 and held it in 7 quarters.
Venturi Wealth Management's CRH position peaked at $21.4K in Q4 2023.
877 funds tracked by Wall St. Rank held CRH as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.