EI
CIM

Ellevest Inc’s Chimera Investment CIM Stock Holding History

Ellevest Inc’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-139
Closed -$2.35K – 591
2023
Q1 		$2.35K Sell
139
-23
-14% -$440 ﹤0.01% 1415
2022
Q4 		$2.67K Buy
+162
New +$3.02K ﹤0.01% 1331
2022
Q3 		– Sell
-43
Closed -$1K – 1644
2022
Q2 		$1K Sell
43
-371
-90% -$11K ﹤0.01% 1229
2022
Q1 		$15K Hold
414
– – ﹤0.01% 793
2021
Q4 		$19K Sell
414
-3
-0.7% -$142 ﹤0.01% 728
2021
Q3 		$19K Buy
417
+3
+0.7% +$135 ﹤0.01% 678
2021
Q2 		$19K Hold
414
– – ﹤0.01% 649
2021
Q1 		$16K Buy
414
+9
+2% +$307 ﹤0.01% 694
2020
Q4 		$12K Hold
405
– – ﹤0.01% 712
2020
Q3 		$10K Sell
405
-37
-8% -$985 ﹤0.01% 648
2020
Q2 		$13K Buy
442
+269
+155% +$6.91K ﹤0.01% 561
2020
Q1 		$5K Buy
+173
New +$9.82K ﹤0.01% 638

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ellevest Inc's CIM Position: Q2 2023 in Review

Ellevest Inc sold out of Chimera Investment (CIM) in Q2 2023, closing a stake of 139 shares — an estimated $2.35K sold.

Ellevest Inc first reported a position in CIM in Q1 2020 and held it in 12 quarters. The position peaked at $19K in Q4 2021. 235 funds tracked by Wall St. Rank hold CIM as of Q2 2023.

  • Ellevest Inc reported no remaining Chimera Investment position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 139 Chimera Investment shares in Q2 2023, an estimated $2.35K.
  • Ellevest Inc first reported a position in Chimera Investment in Q1 2020 and held it in 12 quarters.
  • Ellevest Inc's Chimera Investment position peaked at $19K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.