CCLA Investment Management quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, CCLA Investment Management opened 3 positions, added to 18, reduced 32, sold out of 1 and left 0 unchanged. The largest increase in value was BAC (+$123,953); the largest decrease was ARE (-$69,066).
- APH: Country of operation United States; Class Corp A; Shares 2025-09-30 243,876; Shares 2025-12-31 359,535.
- BIP: Country of operation —; Class COM; Shares 2025-09-30 4,455,894; Shares 2025-12-31 4,710,064.
- AMZN: Country of operation United States; Class COM; Shares 2025-09-30 1,225,149; Shares 2025-12-31 1,234,639.
- NOW: Country of operation United States; Class COM; Shares 2025-09-30 105,081; Shares 2025-12-31 546,685.
Two Form 13F-HR filings compared (SEC CIK 1631562): 2025-09-30 (filed 2025-10-14) and 2025-12-31 (filed 2026-01-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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