Covestor’s Costamare CMRE Stock Holding History

Covestor’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
2026 Q1	$1K	Sell	81 -109	-57%	-$1.81K	﹤0.01%	1998
2025 Q4	$3K	Sell	190 -136	-42%	-$1.88K	﹤0.01%	1868
2025 Q3	$4K	Sell	326 -6	-2%	-$66	﹤0.01%	1859
2025 Q2	$3K	Buy	332 +224	+207%	+$1.99K	﹤0.01%	1781
2025 Q1	$1K	Sell	108 -13	-11%	-$143	﹤0.01%	1943
2024 Q4	$2K	Buy	121 +26	+27%	+$358	﹤0.01%	1853
2024 Q3	$2K	Sell	95 -18	-16%	-$259	﹤0.01%	1799
2024 Q2	$2K	Sell	113 -8	-7%	-$109	﹤0.01%	1837
2024 Q1	$1K	Sell	121 -72	-37%	-$797	﹤0.01%	1931
2023 Q4	$2K	Sell	193 -44	-19%	-$420	﹤0.01%	1835
2023 Q3	$2K	Sell	237 -22	-8%	-$224	﹤0.01%	1797
2023 Q2	$3K	Sell	259 -367	-59%	-$3.29K	﹤0.01%	1751
2023 Q1	$6K	Buy	626 +76	+14%	+$750	0.01%	1503
2022 Q4	$5K	Buy	550 +117	+27%	+$1.1K	﹤0.01%	1556
2022 Q3	$4K	Buy	+433	New	+$4.78K	﹤0.01%	1533

Other funds holding CMRE

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return