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Wallace Advisory Group’s Crane Co CR Stock Holding History

Wallace Advisory Group’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,955
Closed -$283K – 184
2024
Q3 		$283K Hold
1,955
– – 0.21% 132
2024
Q2 		$283K Sell
1,955
-168
-8% -$23.8K 0.2% 136
2024
Q1 		$251K Sell
2,123
-330
-13% -$40.6K 0.19% 135
2023
Q4 		$218K Buy
+2,453
New +$247K 0.17% 148

Other funds holding CR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wallace Advisory Group's CR Position: Q4 2024 in Review

Wallace Advisory Group sold out of Crane Co (CR) in Q4 2024, closing a stake of 1,955 shares — an estimated $283K sold.

Wallace Advisory Group first reported a position in CR in Q4 2023 and held it in 4 quarters. The position peaked at $283K in Q3 2024. 468 funds tracked by Wall St. Rank hold CR as of Q4 2024.

  • Wallace Advisory Group reported no remaining Crane Co position as of Q4 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 1,955 Crane Co shares in Q4 2024, an estimated $283K.
  • Wallace Advisory Group first reported a position in Crane Co in Q4 2023 and held it in 4 quarters.
  • Wallace Advisory Group's Crane Co position peaked at $283K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Crane Co as of Q4 2024.

Based on Wallace Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.