YorkBridge Wealth Partners’s Crown Holdings CCK Stock Holding History

YorkBridge Wealth Partners’s Portfolio CCK Stock Details CCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-20	Closed	-$1K	–	247
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	722
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	722
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	704
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	727
2018 Q2	$1K	Buy	+20	New	+$937	﹤0.01%	821

Other funds holding CCK

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LAM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

YorkBridge Wealth Partners's CCK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Crown Holdings (CCK) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in CCK in Q2 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 376 funds tracked by Wall St. Rank hold CCK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Crown Holdings position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 20 Crown Holdings shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Crown Holdings in Q2 2018 and held it in 5 quarters.
YorkBridge Wealth Partners's Crown Holdings position peaked at $1K in Q2 2019.
376 funds tracked by Wall St. Rank held Crown Holdings as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.