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Disclosery

Autus Asset Management, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Autus Asset Management, LLC on CRM, newest first. How the timeline and the estimate are built.

Autus Asset Management, LLC held 29,250 CRM shares at 2022-12-31 per its 13F-HR filed 2023-01-24.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 29,250 shares
    Change vs previous 13F -3,142 shares

    0.7% of the 13F portfolio, value $3,878,258.

    13F-HR 0001085146-23-000307 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-09-30
    13F 32,392 shares
    Change vs previous 13F -216 shares

    0.89% of the 13F portfolio, value $4,660,000.

    13F-HR 0001085146-22-003376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-06-30
    13F 32,608 shares
    Change vs previous 13F +1,288 shares

    0.96% of the 13F portfolio, value $5,381,000.

    13F-HR 0001085146-22-002526 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-03-31
    13F 31,320 shares
    Change vs previous 13F -5,990 shares

    1% of the 13F portfolio, value $6,649,000.

    13F-HR 0001085146-22-001376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-12-31
    13F 37,310 shares
    Change vs previous 13F +380 shares

    0.95% of the 13F portfolio, value $9,482,000.

    13F-HR 0001085146-22-000113 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-09-30
    13F 36,930 shares
    Change vs previous 13F +673 shares

    1.1% of the 13F portfolio, value $10,016,000.

    13F-HR 0001085146-21-002816 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-06-30
    13F 36,257 shares
    Change vs previous 13F -377 shares

    0.97% of the 13F portfolio, value $8,857,000.

    13F-HR 0001085146-21-002008 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-03-31
    13F 36,634 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $7,761,000.

    13F-HR 0001085146-21-001191 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).