HWM
CMRE icon

Hemington Wealth Management’s Costamare CMRE Stock Holding History

Hemington Wealth Management’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
2025
Q2 		– Sell
-20
Closed – – 1536
2025
Q1 		$0 Buy
20
+5
+33% +$55 ﹤0.01% 1539
2024
Q4 		$0 Buy
15
+1
+7% +$14 ﹤0.01% 1576
2024
Q3 		$0 Buy
+14
New +$202 ﹤0.01% 1519

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hemington Wealth Management's CMRE Position: Q2 2025 in Review

Hemington Wealth Management sold out of Costamare (CMRE) in Q2 2025, closing a stake of 20 shares.

Hemington Wealth Management first reported a position in CMRE in Q3 2024 and held it in 3 quarters. The position peaked at $0 in Q1 2025. 163 funds tracked by Wall St. Rank hold CMRE as of Q2 2025.

  • Hemington Wealth Management reported no remaining Costamare position as of Q2 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 20 Costamare shares in Q2 2025.
  • Hemington Wealth Management first reported a position in Costamare in Q3 2024 and held it in 3 quarters.
  • Hemington Wealth Management's Costamare position peaked at $0 in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Costamare as of Q2 2025.

Based on Hemington Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.