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Edgestream Partners’s Cemex CX Stock Holding History

Edgestream Partners’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-236,657
Closed -$1.31M – 745
2023
Q1 		$1.31M Buy
236,657
+56,915
+32% +$289K 0.14% 232
2022
Q4 		$728K Buy
+179,742
New +$719K 0.08% 305
2022
Q1 		– Sell
-622,873
Closed -$4.22M – 554
2021
Q4 		$4.22M Sell
622,873
-147,331
-19% -$960K 0.26% 116
2021
Q3 		$5.52M Sell
770,204
-235,135
-23% -$1.86M 0.34% 88
2021
Q2 		$8.45M Buy
+1,005,339
New +$7.99M 0.5% 57

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edgestream Partners's CX Position: Q2 2023 in Review

Edgestream Partners sold out of Cemex (CX) in Q2 2023, closing a stake of 236,657 shares — an estimated $1.31M sold.

Edgestream Partners first reported a position in CX in Q2 2021 and held it in 5 quarters. The position peaked at $8.45M in Q2 2021. 255 funds tracked by Wall St. Rank hold CX as of Q2 2023.

  • Edgestream Partners reported no remaining Cemex position as of Q2 2023 after selling out during the quarter.
  • Edgestream Partners sold 236,657 Cemex shares in Q2 2023, an estimated $1.31M.
  • Edgestream Partners first reported a position in Cemex in Q2 2021 and held it in 5 quarters.
  • Edgestream Partners's Cemex position peaked at $8.45M in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.