Globeflex Capital’s Navios Maritime Holdings Inc. NM Stock Holding History

Globeflex Capital’s Portfolio NM Stock Details NM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-166,516	Closed	-$273K	–	515
2023 Q2	$273K	Hold	166,516	–	–	0.03%	303
2023 Q1	$301K	Hold	166,516	–	–	0.04%	303
2022 Q4	$291K	Hold	166,516	–	–	0.04%	318
2022 Q3	$316K	Hold	166,516	–	–	0.05%	306
2022 Q2	$356K	Hold	166,516	–	–	0.09%	262
2022 Q1	$604K	Buy	166,516 +25,494	+18%	+$91K	0.12%	212
2021 Q4	$520K	Hold	141,022	–	–	0.11%	233
2021 Q3	$673K	Buy	141,022 +11,107	+9%	+$55.7K	0.15%	209
2021 Q2	$1.19M	Buy	129,915 +13,436	+12%	+$117K	0.21%	171
2021 Q1	$1.02M	Buy	116,479 +72,942	+168%	+$458K	0.19%	181
2020 Q4	$98K	Buy	+43,537	New	+$88.2K	0.02%	418

Other funds holding NM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWM

MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Globeflex Capital's NM Position: Q3 2023 in Review

Globeflex Capital sold out of Navios Maritime Holdings Inc. (NM) in Q3 2023, closing a stake of 166,516 shares — an estimated $273K sold.

Globeflex Capital first reported a position in NM in Q4 2020 and held it in 11 quarters. The position peaked at $1.19M in Q2 2021. 28 funds tracked by Wall St. Rank hold NM as of Q3 2023.

Globeflex Capital reported no remaining Navios Maritime Holdings Inc. position as of Q3 2023 after selling out during the quarter.
Globeflex Capital sold 166,516 Navios Maritime Holdings Inc. shares in Q3 2023, an estimated $273K.
Globeflex Capital first reported a position in Navios Maritime Holdings Inc. in Q4 2020 and held it in 11 quarters.
Globeflex Capital's Navios Maritime Holdings Inc. position peaked at $1.19M in Q2 2021.
28 funds tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q3 2023.

Based on Globeflex Capital's 13F filing for Q3 2023, filed 13 Nov 2023.