LAM
CMA

Lakewood Asset Management’s Comerica CMA Stock Holding History

Lakewood Asset Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,000
Closed -$247K – 104
2024
Q4 		$247K Hold
4,000
– – 0.17% 101
2024
Q3 		$240K Hold
4,000
– – 0.16% 106
2024
Q2 		$204K Hold
4,000
– – 0.14% 110
2024
Q1 		$220K Hold
4,000
– – 0.15% 105
2023
Q4 		$223K Buy
+4,000
New +$181K 0.17% 101
2023
Q1 		– Sell
-4,000
Closed -$267K – 136
2022
Q4 		$267K Buy
+4,000
New +$277K 0.22% 86

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lakewood Asset Management's CMA Position: Q1 2025 in Review

Lakewood Asset Management sold out of Comerica (CMA) in Q1 2025, closing a stake of 4,000 shares — an estimated $247K sold.

Lakewood Asset Management first reported a position in CMA in Q4 2022 and held it in 6 quarters. The position peaked at $267K in Q4 2022. 530 funds tracked by Wall St. Rank hold CMA as of Q1 2025.

  • Lakewood Asset Management reported no remaining Comerica position as of Q1 2025 after selling out during the quarter.
  • Lakewood Asset Management sold 4,000 Comerica shares in Q1 2025, an estimated $247K.
  • Lakewood Asset Management first reported a position in Comerica in Q4 2022 and held it in 6 quarters.
  • Lakewood Asset Management's Comerica position peaked at $267K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q1 2025.

Based on Lakewood Asset Management's 13F filing for Q1 2025, filed 24 Apr 2025.