Essential Planning’s Costamare CMRE Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-124,005	Closed	-$1.72M	–	116
2024 Q4	$1.72M	Buy	+124,005	New	+$1.71M	0.01%	201

Other funds holding CMRE

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Essential Planning's CMRE Position: Q1 2025 in Review

Essential Planning sold out of Costamare (CMRE) in Q1 2025, closing a stake of 124,005 shares — an estimated $1.72M sold.

Essential Planning first reported a position in CMRE in Q4 2024 and held it in 1 quarter. The position peaked at $1.72M in Q4 2024. 173 funds tracked by Wall St. Rank hold CMRE as of Q1 2025.

Essential Planning reported no remaining Costamare position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 124,005 Costamare shares in Q1 2025, an estimated $1.72M.
Essential Planning first reported a position in Costamare in Q4 2024 and held it in 1 quarter.
Essential Planning's Costamare position peaked at $1.72M in Q4 2024.
173 funds tracked by Wall St. Rank held Costamare as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.