FFM
CHMI

Forum Financial Management’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Forum Financial Management’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-298,600
Closed -$1.08M – 941
2024
Q3 		$1.08M Buy
298,600
+12,600
+4% +$45.9K 0.02% 179
2024
Q2 		$1.04M Buy
+286,000
New +$1.03M 0.02% 172

Other funds holding CHMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Forum Financial Management's CHMI Position: Q4 2024 in Review

Forum Financial Management sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q4 2024, closing a stake of 298,600 shares — an estimated $1.08M sold.

Forum Financial Management first reported a position in CHMI in Q2 2024 and held it in 2 quarters. The position peaked at $1.08M in Q3 2024. 40 funds tracked by Wall St. Rank hold CHMI as of Q4 2024.

  • Forum Financial Management reported no remaining Cherry Hill Mortgage Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 298,600 Cherry Hill Mortgage Investment Corp shares in Q4 2024, an estimated $1.08M.
  • Forum Financial Management first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2024 and held it in 2 quarters.
  • Forum Financial Management's Cherry Hill Mortgage Investment Corp position peaked at $1.08M in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.