DI
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Disciplined Investments’s Costamare CMRE Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-7
Closed -$68 – 386
2023
Q2 		$68 Sell
7
-3
-30% -$27 ﹤0.01% 1641
2023
Q1 		$94 Buy
10
+2
+25% +$20 ﹤0.01% 1588
2022
Q4 		$74 Sell
8
-3
-27% -$28 ﹤0.01% 1557
2022
Q3 		$0 Buy
11
+6
+120% +$66 ﹤0.01% 1283
2022
Q2 		$0 Buy
5
+2
+67% +$28 ﹤0.01% 1309
2022
Q1 		$0 Buy
+3
New +$43 ﹤0.01% 1375

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Disciplined Investments's CMRE Position: Q3 2023 in Review

Disciplined Investments sold out of Costamare (CMRE) in Q3 2023, closing a stake of 7 shares — an estimated $68 sold.

Disciplined Investments first reported a position in CMRE in Q1 2022 and held it in 6 quarters. The position peaked at $94 in Q1 2023. 133 funds tracked by Wall St. Rank hold CMRE as of Q3 2023.

  • Disciplined Investments reported no remaining Costamare position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Costamare shares in Q3 2023, an estimated $68.
  • Disciplined Investments first reported a position in Costamare in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Costamare position peaked at $94 in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Costamare as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.