Skip to content
Disclosery

Avalon Investment & Advisory: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on CRM, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 75,611 CRM shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 75,611 shares
    Change vs previous 13F +66,733 shares

    0.41% of the 13F portfolio, value $15,105,566.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 8,878 shares
    Change vs previous 13F -2,863 shares

    0.03% of the 13F portfolio, value $1,177,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 11,741 shares
    Change vs previous 13F -135 shares

    0.05% of the 13F portfolio, value $1,689,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 11,876 shares
    Change vs previous 13F -632 shares

    0.06% of the 13F portfolio, value $1,960,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 12,508 shares
    Change vs previous 13F +5,034 shares

    0.06% of the 13F portfolio, value $2,656,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 7,474 shares
    Change vs previous 13F -6,779 shares

    0.05% of the 13F portfolio, value $1,899,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 14,253 shares
    Change vs previous 13F +2,253 shares

    0.09% of the 13F portfolio, value $3,866,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 12,000 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,931,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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