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Cavalier Investments’s Costamare CMRE Stock Holding History

Cavalier Investments’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
2020
Q2 		– Sell
-200,000
Closed -$904K – 80
2020
Q1 		$904K Buy
200,000
+125,000
+167% +$896K 0.53% 43
2019
Q4 		$715K Buy
+75,000
New +$599K 0.31% 69

Other funds holding CMRE

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cavalier Investments's CMRE Position: Q2 2020 in Review

Cavalier Investments sold out of Costamare (CMRE) in Q2 2020, closing a stake of 200,000 shares — an estimated $904K sold.

Cavalier Investments first reported a position in CMRE in Q4 2019 and held it in 2 quarters. The position peaked at $904K in Q1 2020. 112 funds tracked by Wall St. Rank hold CMRE as of Q2 2020.

  • Cavalier Investments reported no remaining Costamare position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 200,000 Costamare shares in Q2 2020, an estimated $904K.
  • Cavalier Investments first reported a position in Costamare in Q4 2019 and held it in 2 quarters.
  • Cavalier Investments's Costamare position peaked at $904K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held Costamare as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.