EWA
CIM

EP Wealth Advisors’s Chimera Investment CIM Stock Holding History

EP Wealth Advisors’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
2024
Q1 		– Sell
-7,150
Closed -$107K – 841
2023
Q4 		$107K Sell
7,150
-302
-4% -$4.56K ﹤0.01% 786
2023
Q3 		$122K Sell
7,452
-5,685
-43% -$99.8K ﹤0.01% 722
2023
Q2 		$126K Buy
13,137
+11,646
+781% +$185K ﹤0.01% 665
2023
Q1 		$1.14M Sell
1,491
-3,883
-72% -$74.3K 0.02% 289
2022
Q4 		$88.7K Buy
5,374
+163
+3% +$3.04K ﹤0.01% 603
2022
Q3 		$82K Buy
5,211
+984
+23% +$25.6K ﹤0.01% 324
2022
Q2 		$112K Sell
4,227
-546
-11% -$16.2K ﹤0.01% 631
2022
Q1 		$172K Sell
4,773
-1,782
-27% -$71K ﹤0.01% 588
2021
Q4 		$297K Buy
6,555
+113
+2% +$5.34K 0.01% 465
2021
Q3 		$287K Buy
6,442
+118
+2% +$5.29K 0.01% 441
2021
Q2 		$286K Buy
6,324
+115
+2% +$4.78K 0.01% 453
2021
Q1 		$237K Buy
+6,209
New +$212K 0.01% 441

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return