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DiNuzzo Private Wealth’s Costamare CMRE Stock Holding History

DiNuzzo Private Wealth’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
2025
Q2 		– Sell
-3
Closed -$30 – 1371
2025
Q1 		$30 Sell
3
-1
-25% -$11 ﹤0.01% 1351
2024
Q4 		$52 Hold
4
– – ﹤0.01% 1371
2024
Q3 		$63 Hold
4
– – ﹤0.01% 1392
2024
Q2 		$66 Buy
4
+1
+33% +$14 ﹤0.01% 1368
2024
Q1 		$35 Hold
3
– – ﹤0.01% 1341
2023
Q4 		$32 Buy
+3
New +$29 ﹤0.01% 1374

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DiNuzzo Private Wealth's CMRE Position: Q2 2025 in Review

DiNuzzo Private Wealth sold out of Costamare (CMRE) in Q2 2025, closing a stake of 3 shares — an estimated $30 sold.

DiNuzzo Private Wealth first reported a position in CMRE in Q4 2023 and held it in 6 quarters. The position peaked at $66 in Q2 2024. 163 funds tracked by Wall St. Rank hold CMRE as of Q2 2025.

  • DiNuzzo Private Wealth reported no remaining Costamare position as of Q2 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 3 Costamare shares in Q2 2025, an estimated $30.
  • DiNuzzo Private Wealth first reported a position in Costamare in Q4 2023 and held it in 6 quarters.
  • DiNuzzo Private Wealth's Costamare position peaked at $66 in Q2 2024.
  • 163 funds tracked by Wall St. Rank held Costamare as of Q2 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.