Winslow Evans & Crocker’s Celanese CE Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$377K	Hold	2,900	–	–	0.07%	228
2020 Q3	$312K	Hold	2,900	–	–	0.08%	225
2020 Q2	$250K	Hold	2,900	–	–	0.07%	245
2020 Q1	$214K	Sell	2,900 -600	-17%	-$59.4K	0.07%	230
2019 Q4	$432K	Sell	3,500 -800	-19%	-$98.5K	0.11%	190
2019 Q3	$526K	Hold	4,300	–	–	0.15%	150
2019 Q2	$464K	Sell	4,300 -14	-0.3%	-$1.45K	0.13%	179
2019 Q1	$428K	Sell	4,314 -1,086	-20%	-$107K	0.12%	178
2018 Q4	$486K	Sell	5,400 -100	-2%	-$9.8K	0.16%	138
2018 Q3	$628K	Sell	5,500 -100	-2%	-$11.5K	0.19%	121
2018 Q2	$622K	Sell	5,600 -1,400	-20%	-$154K	0.2%	121
2018 Q1	$701K	Hold	7,000	–	–	0.23%	100
2017 Q4	$750K	Hold	7,000	–	–	0.24%	96
2017 Q3	$730K	Hold	7,000	–	–	0.24%	96
2017 Q2	$665K	Hold	7,000	–	–	0.18%	129
2017 Q1	$629K	Hold	7,000	–	–	0.2%	114
2016 Q4	$551K	Hold	7,000	–	–	0.17%	131
2016 Q3	$466K	Hold	7,000	–	–	0.13%	162
2016 Q2	$458K	Hold	7,000	–	–	0.14%	155
2016 Q1	$459K	Hold	7,000	–	–	0.14%	151
2015 Q4	$471K	Hold	7,000	–	–	0.13%	162
2015 Q3	$414K	Hold	7,000	–	–	0.13%	162
2015 Q2	$503K	Hold	7,000	–	–	0.14%	170
2015 Q1	$391K	Hold	7,000	–	–	0.11%	196
2014 Q4	$420K	Hold	7,000	–	–	0.12%	175
2014 Q3	$410K	Hold	7,000	–	–	0.12%	199
2014 Q2	$450K	Hold	7,000	–	–	0.15%	165
2014 Q1	$389K	Hold	7,000	–	–	0.13%	176
2013 Q4	$387K	Buy	+7,000	New	+$388K	0.13%	184

Other funds holding CE

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Winslow Evans & Crocker's CE Position: Q4 2020 in Review

Winslow Evans & Crocker held its Celanese (CE) position steady in Q4 2020 at 2,900 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #228.

Winslow Evans & Crocker first reported a position in CE in Q4 2013 and has held it in 29 quarters since. The position peaked at $750K in Q4 2017. 569 funds tracked by Wall St. Rank hold CE as of Q4 2020.

Winslow Evans & Crocker held 2,900 shares of Celanese worth $377K as of Q4 2020.
Winslow Evans & Crocker left its Celanese share count unchanged in Q4 2020.
Celanese made up 0.07% of Winslow Evans & Crocker's portfolio in Q4 2020, its #228 holding.
Winslow Evans & Crocker first reported a position in Celanese in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Celanese position peaked at $750K in Q4 2017.
569 funds tracked by Wall St. Rank held Celanese as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.