KCM
CMDB

Kendall Capital Management’s Costamare Bulkers Holdings CMDB Stock Holding History

Kendall Capital Management’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,898
Closed -$257K – 242
2025
Q3 		$257K Sell
17,898
-19,112
-52% -$196K 0.06% 209
2025
Q2 		$321K Buy
+37,010
New +$368K 0.08% 182

Other funds holding CMDB

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Kendall Capital Management's CMDB Position: Q4 2025 in Review

Kendall Capital Management sold out of Costamare Bulkers Holdings (CMDB) in Q4 2025, closing a stake of 17,898 shares — an estimated $257K sold.

Kendall Capital Management first reported a position in CMDB in Q2 2025 and held it in 2 quarters. The position peaked at $321K in Q2 2025. 91 funds tracked by Wall St. Rank hold CMDB as of Q4 2025.

  • Kendall Capital Management reported no remaining Costamare Bulkers Holdings position as of Q4 2025 after selling out during the quarter.
  • Kendall Capital Management sold 17,898 Costamare Bulkers Holdings shares in Q4 2025, an estimated $257K.
  • Kendall Capital Management first reported a position in Costamare Bulkers Holdings in Q2 2025 and held it in 2 quarters.
  • Kendall Capital Management's Costamare Bulkers Holdings position peaked at $321K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q4 2025.

Based on Kendall Capital Management's 13F filing for Q4 2025, filed 16 Jan 2026.