Manager Directed Portfolios shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Manager Directed Portfolios
Tip: Access up to 7 years of quarterly data
All positions including Manager Directed Portfolios held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Manager Directed Portfolios by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151k | 14k | 10.65 |
| 2025-06-30 | $169k | 16k | 10.46 |
| 2025-03-31 | $168k | 17k | 10.14 |
| 2024-12-31 | $181k | 18k | 10.12 |
| 2024-09-30 | $237k | 21k | 11.11 |
| 2024-06-30 | $286k | 30k | 9.67 |
| 2024-03-31 | $309k | 32k | 9.80 |
| 2023-12-31 | $307k | 31k | 9.96 |