Lee Ainslie’s CMS Energy CMS Stock Holding History

Lee Ainslie’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,262	Closed	-$200K	–	700
2021 Q1	$200K	Buy	+3,262	New	+$187K	﹤0.01%	497

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's CMS Position: Q2 2021 in Review

Lee Ainslie sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 3,262 shares — an estimated $200K sold.

Lee Ainslie first reported a position in CMS in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 575 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

Lee Ainslie reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
Lee Ainslie sold 3,262 CMS Energy shares in Q2 2021, an estimated $200K.
Lee Ainslie first reported a position in CMS Energy in Q1 2021 and held it in 1 quarter.
Lee Ainslie's CMS Energy position peaked at $200K in Q1 2021.
575 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Maverick Capital's 13F filing for Q2 2021, filed 16 Aug 2021.