XML Financial’s Celanese CE Stock Holding History

XML Financial’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
2024 Q4	–	Sell	-4,040	Closed	-$549K	–	364
2024 Q3	$549K	Hold	4,040	–	–	0.05%	220
2024 Q2	$545K	Buy	4,040 +300	+8%	+$45.9K	0.05%	214
2024 Q1	$643K	Hold	3,740	–	–	0.07%	201
2023 Q4	$581K	Buy	3,740 +30	+0.8%	+$3.91K	0.06%	202
2023 Q3	$466K	Buy	3,710 +85	+2%	+$10.4K	0.06%	208
2023 Q2	$420K	Buy	3,625 +395	+12%	+$42.8K	0.05%	236
2023 Q1	$354K	Buy	3,230 +670	+26%	+$77.4K	0.04%	249
2022 Q4	$262K	Buy	+2,560	New	+$254K	0.03%	280

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

XML Financial's CE Position: Q4 2024 in Review

XML Financial sold out of Celanese (CE) in Q4 2024, closing a stake of 4,040 shares — an estimated $549K sold.

XML Financial first reported a position in CE in Q4 2022 and held it in 8 quarters. The position peaked at $643K in Q1 2024. 570 funds tracked by Wall St. Rank hold CE as of Q4 2024.

XML Financial reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
XML Financial sold 4,040 Celanese shares in Q4 2024, an estimated $549K.
XML Financial first reported a position in Celanese in Q4 2022 and held it in 8 quarters.
XML Financial's Celanese position peaked at $643K in Q1 2024.
570 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on XML Financial's 13F filing for Q4 2024, filed 17 Jan 2025.