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Halpern Financial’s Newmark Group NMRK Stock Holding History

Halpern Financial’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-300
Closed -$4.04K – 182
2019
Q4 		$4.04K Buy
+300
New +$3.5K ﹤0.01% 161

Other funds holding NMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Halpern Financial's NMRK Position: Q1 2020 in Review

Halpern Financial sold out of Newmark Group (NMRK) in Q1 2020, closing a stake of 300 shares — an estimated $4.04K sold.

Halpern Financial first reported a position in NMRK in Q4 2019 and held it in 1 quarter. The position peaked at $4.04K in Q4 2019. 236 funds tracked by Wall St. Rank hold NMRK as of Q1 2020.

  • Halpern Financial reported no remaining Newmark Group position as of Q1 2020 after selling out during the quarter.
  • Halpern Financial sold 300 Newmark Group shares in Q1 2020, an estimated $4.04K.
  • Halpern Financial first reported a position in Newmark Group in Q4 2019 and held it in 1 quarter.
  • Halpern Financial's Newmark Group position peaked at $4.04K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Newmark Group as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.