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Lifestyle Asset Management’s Costamare CMRE Stock Holding History

Lifestyle Asset Management’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,594
Closed -$232K – 128
2025
Q1 		$232K Buy
23,594
+2,956
+14% +$32.6K 0.13% 98
2024
Q4 		$265K Sell
20,638
-459
-2% -$6.32K 0.14% 86
2024
Q3 		$332K Buy
+21,097
New +$304K 0.18% 71

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Morgan Stanley
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Lifestyle Asset Management's CMRE Position: Q2 2025 in Review

Lifestyle Asset Management sold out of Costamare (CMRE) in Q2 2025, closing a stake of 23,594 shares — an estimated $232K sold.

Lifestyle Asset Management first reported a position in CMRE in Q3 2024 and held it in 3 quarters. The position peaked at $332K in Q3 2024. 163 funds tracked by Wall St. Rank hold CMRE as of Q2 2025.

  • Lifestyle Asset Management reported no remaining Costamare position as of Q2 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 23,594 Costamare shares in Q2 2025, an estimated $232K.
  • Lifestyle Asset Management first reported a position in Costamare in Q3 2024 and held it in 3 quarters.
  • Lifestyle Asset Management's Costamare position peaked at $332K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Costamare as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.