SEC 13F Intelligence

Managers / Q1 2020 · view latest →

Crestwood Advisors Group, LLC

CIK 0001426853 · ONE LIBERTY SQUARE, SUITE 500, BOSTON, MA, 02109 · 617-523-8880

Reported Value
$2.0B
Q1 2020
Positions
224
Filings on Record
31
2019–present window
Filed
May 15, 2020
original filing

Summary

Crestwood Advisors Group, Llc reported $2.0B in U.S.-listed holdings across 224 positions for Q1 2020.

Its largest position, AAPL, represents 5.2% of the portfolio.

Compared with Q4 2019, the fund opened 6 new positions and exited 39.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $1.4BQ2 ’19: $2.2BQ3 ’19: $2.3BQ4 ’19: $2.5BQ4 ’19Q1 ’20: $2.0BQ2 ’20: $2.5BQ3 ’20: $2.7BQ4 ’20: $3.0BQ4 ’20Q1 ’21: $3.2BQ2 ’21: $3.5BQ3 ’21: $3.5BQ4 ’21: $3.9BQ4 ’21Q1 ’22: $3.6BQ2 ’22: $3.0BQ3 ’22: $2.8BQ4 ’22: $2.94TQ4 ’22Q1 ’23: $3.0BQ2 ’23: $3.2BQ3 ’23: $3.8BQ4 ’23: $4.3BQ4 ’23Q1 ’24: $4.6BQ2 ’24: $4.8BQ3 ’24: $5.2BQ4 ’24: $5.3BQ4 ’24Q1 ’25: $5.3BQ2 ’25: $5.6BQ3 ’25: $5.9BQ4 ’25: $6.0BQ4 ’25Q1 ’26: $5.9Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2020

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.9B869May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$6.0B795Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$5.9B679Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$5.6B640Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.3B606May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.3B563Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.2B534Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.8B513Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.6B506May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.3B490Feb 13, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$3.8B449Nov 15, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.2B255Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.0B258May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.94T267Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.8B276Oct 26, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.0B278Jul 7, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.6B289Apr 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.9B301Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.5B268Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.5B271Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.2B262Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.0B268Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.7B239Oct 6, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.5B239Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.0B224May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.5B257Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.3B257Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.2B242Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.4B179May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.3B163Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.