Gradient Investments’s Costamare CMRE Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-81	Closed	-$843	–	1349
2023 Q4	$843	Hold	81	–	–	﹤0.01%	1478
2023 Q3	$779	Hold	81	–	–	﹤0.01%	1447
2023 Q2	$783	Buy	+81	New	+$726	﹤0.01%	1435

Other funds holding CMRE

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

BCM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gradient Investments's CMRE Position: Q1 2024 in Review

Gradient Investments sold out of Costamare (CMRE) in Q1 2024, closing a stake of 81 shares — an estimated $843 sold.

Gradient Investments first reported a position in CMRE in Q2 2023 and held it in 3 quarters. The position peaked at $843 in Q4 2023. 153 funds tracked by Wall St. Rank hold CMRE as of Q1 2024.

Gradient Investments reported no remaining Costamare position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 81 Costamare shares in Q1 2024, an estimated $843.
Gradient Investments first reported a position in Costamare in Q2 2023 and held it in 3 quarters.
Gradient Investments's Costamare position peaked at $843 in Q4 2023.
153 funds tracked by Wall St. Rank held Costamare as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.