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Gradient Investments’s Commercial Metals CMC Stock Holding History

Gradient Investments’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-48
Closed -$2.53K – 1829
2023
Q2 		$2.53K Sell
48
-16
-25% -$747 ﹤0.01% 1110
2023
Q1 		$3.13K Sell
64
-7
-10% -$363 ﹤0.01% 1041
2022
Q4 		$3.43K Buy
71
+55
+344% +$2.52K ﹤0.01% 998
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1211
2022
Q2 		$1K Buy
+16
New +$630 ﹤0.01% 1112

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gradient Investments's CMC Position: Q3 2023 in Review

Gradient Investments sold out of Commercial Metals (CMC) in Q3 2023, closing a stake of 48 shares — an estimated $2.53K sold.

Gradient Investments first reported a position in CMC in Q2 2022 and held it in 5 quarters. The position peaked at $3.43K in Q4 2022. 454 funds tracked by Wall St. Rank hold CMC as of Q3 2023.

  • Gradient Investments reported no remaining Commercial Metals position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 48 Commercial Metals shares in Q3 2023, an estimated $2.53K.
  • Gradient Investments first reported a position in Commercial Metals in Q2 2022 and held it in 5 quarters.
  • Gradient Investments's Commercial Metals position peaked at $3.43K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.