E. Ohman J:or Asset Management’s Comerica CMA Stock Holding History

E. Ohman J:or Asset Management’s Portfolio CMA Stock Details CMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,800	Closed	-$145K	–	431
2020 Q3	$145K	Hold	3,800	–	–	0.01%	419
2020 Q2	$145K	Hold	3,800	–	–	0.01%	417
2020 Q1	$111K	Hold	3,800	–	–	0.01%	416
2019 Q4	$273K	Sell	3,800 -3,300	-46%	-$227K	0.02%	387
2019 Q3	$469K	Hold	7,100	–	–	0.03%	252
2019 Q2	$516K	Buy	7,100 +2,100	+42%	+$156K	0.03%	244
2019 Q1	$367K	Sell	5,000 -1,600	-24%	-$128K	0.02%	285
2018 Q4	$453K	Sell	6,600 -1,000	-13%	-$79.5K	0.03%	246
2018 Q3	$686K	Hold	7,600	–	–	0.04%	216
2018 Q2	$691K	Buy	7,600 +1,800	+31%	+$172K	0.05%	199
2018 Q1	$556K	Buy	5,800 +400	+7%	+$38.1K	0.04%	229
2017 Q4	$469K	Buy	5,400 +900	+20%	+$72.4K	0.04%	278
2017 Q3	$343K	Buy	4,500 +300	+7%	+$21.5K	0.03%	321
2017 Q2	$308K	Hold	4,200	–	–	0.03%	341
2017 Q1	$288K	Hold	4,200	–	–	0.04%	346
2016 Q4	$286K	Hold	4,200	–	–	0.04%	317
2016 Q3	$199K	Hold	4,200	–	–	0.03%	386
2016 Q2	$173K	Hold	4,200	–	–	0.03%	378
2016 Q1	$159K	Hold	4,200	–	–	0.03%	381
2015 Q4	$176K	Hold	4,200	–	–	0.03%	383
2015 Q3	$173K	Hold	4,200	–	–	0.05%	364
2015 Q2	$216K	Hold	4,200	–	–	0.05%	334
2015 Q1	$190K	Hold	4,200	–	–	0.04%	394
2014 Q4	$198K	Hold	4,200	–	–	0.05%	375
2014 Q3	$209K	Hold	4,200	–	–	0.05%	346
2014 Q2	$211K	Hold	4,200	–	–	0.05%	357
2014 Q1	$218K	Hold	4,200	–	–	0.05%	346
2013 Q4	$200K	Hold	4,200	–	–	0.05%	365
2013 Q3	$165K	Hold	4,200	–	–	0.04%	403
2013 Q2	$167K	Buy	+4,200	New	+$157K	0.05%	382

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

E. Ohman J:or Asset Management's CMA Position: Q4 2020 in Review

E. Ohman J:or Asset Management sold out of Comerica (CMA) in Q4 2020, closing a stake of 3,800 shares — an estimated $145K sold.

E. Ohman J:or Asset Management first reported a position in CMA in Q2 2013 and held it in 30 quarters. The position peaked at $691K in Q2 2018. 487 funds tracked by Wall St. Rank hold CMA as of Q4 2020.

E. Ohman J:or Asset Management reported no remaining Comerica position as of Q4 2020 after selling out during the quarter.
E. Ohman J:or Asset Management sold 3,800 Comerica shares in Q4 2020, an estimated $145K.
E. Ohman J:or Asset Management first reported a position in Comerica in Q2 2013 and held it in 30 quarters.
E. Ohman J:or Asset Management's Comerica position peaked at $691K in Q2 2018.
487 funds tracked by Wall St. Rank held Comerica as of Q4 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2020, filed 5 Apr 2024.