HM Payson & Co’s Centerspace CSR Stock Holding History

HM Payson & Co’s Portfolio CSR Stock Details CSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-15	Closed	-$1K	–	1100
2020 Q3	$1K	Buy	+15	New	+$1.05K	﹤0.01%	986

Other funds holding CSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HM Payson & Co's CSR Position: Q4 2020 in Review

HM Payson & Co sold out of Centerspace (CSR) in Q4 2020, closing a stake of 15 shares — an estimated $1K sold.

HM Payson & Co first reported a position in CSR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 144 funds tracked by Wall St. Rank hold CSR as of Q4 2020.

HM Payson & Co reported no remaining Centerspace position as of Q4 2020 after selling out during the quarter.
HM Payson & Co sold 15 Centerspace shares in Q4 2020, an estimated $1K.
HM Payson & Co first reported a position in Centerspace in Q3 2020 and held it in 1 quarter.
HM Payson & Co's Centerspace position peaked at $1K in Q3 2020.
144 funds tracked by Wall St. Rank held Centerspace as of Q4 2020.

Based on HM Payson & Co's 13F filing for Q4 2020, filed 10 Mar 2021.