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Kane Investment Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Kane Investment Management’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39,252
Closed -$332K – 98
2024
Q4 		$332K Buy
+39,252
New +$324K 0.19% 81

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YCM
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CCC
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Cohen & Steers
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kane Investment Management's CLM Position: Q1 2025 in Review

Kane Investment Management sold out of Cornerstone Strategic Value Fund (CLM) in Q1 2025, closing a stake of 39,252 shares — an estimated $332K sold.

Kane Investment Management first reported a position in CLM in Q4 2024 and held it in 1 quarter. The position peaked at $332K in Q4 2024. 121 funds tracked by Wall St. Rank hold CLM as of Q1 2025.

  • Kane Investment Management reported no remaining Cornerstone Strategic Value Fund position as of Q1 2025 after selling out during the quarter.
  • Kane Investment Management sold 39,252 Cornerstone Strategic Value Fund shares in Q1 2025, an estimated $332K.
  • Kane Investment Management first reported a position in Cornerstone Strategic Value Fund in Q4 2024 and held it in 1 quarter.
  • Kane Investment Management's Cornerstone Strategic Value Fund position peaked at $332K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2025.

Based on Kane Investment Management's 13F filing for Q1 2025, filed 12 May 2025.