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Bell Investment Advisors’s Costamare CMRE Stock Holding History

Bell Investment Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-47
Closed -$773 – 1893
2024
Q2 		$773 Hold
47
– – ﹤0.01% 1677
2024
Q1 		$534 Buy
+47
New +$521 ﹤0.01% 1803
2023
Q4 		– Sell
-62
Closed -$597 – 1931
2023
Q3 		$597 Hold
62
– – ﹤0.01% 1721
2023
Q2 		$600 Buy
62
+11
+22% +$99 ﹤0.01% 1754
2023
Q1 		$480 Buy
+51
New +$503 ﹤0.01% 1847

Other funds holding CMRE

Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bell Investment Advisors's CMRE Position: Q3 2024 in Review

Bell Investment Advisors sold out of Costamare (CMRE) in Q3 2024, closing a stake of 47 shares — an estimated $773 sold.

Bell Investment Advisors first reported a position in CMRE in Q1 2023 and held it in 5 quarters. The position peaked at $773 in Q2 2024. 165 funds tracked by Wall St. Rank hold CMRE as of Q3 2024.

  • Bell Investment Advisors reported no remaining Costamare position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 47 Costamare shares in Q3 2024, an estimated $773.
  • Bell Investment Advisors first reported a position in Costamare in Q1 2023 and held it in 5 quarters.
  • Bell Investment Advisors's Costamare position peaked at $773 in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Costamare as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.