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Liontrust Investment Partners’s CMS Energy CMS Stock Holding History

Liontrust Investment Partners’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
Q4 		– Sell
-10,182
Closed -$608K – 213
2021
Q3 		$608K Buy
+10,182
New +$635K 0.01% 206
2020
Q4 		$658K Buy
+10,782
New +$674K 0.01% 200

Other funds holding CMS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liontrust Investment Partners's CMS Position: Q4 2021 in Review

Liontrust Investment Partners sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 10,182 shares — an estimated $608K sold.

Liontrust Investment Partners first reported a position in CMS in Q4 2020 and held it in 2 quarters. The position peaked at $658K in Q4 2020. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

  • Liontrust Investment Partners reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
  • Liontrust Investment Partners sold 10,182 CMS Energy shares in Q4 2021, an estimated $608K.
  • Liontrust Investment Partners first reported a position in CMS Energy in Q4 2020 and held it in 2 quarters.
  • Liontrust Investment Partners's CMS Energy position peaked at $658K in Q4 2020.
  • 583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Liontrust Investment Partners's 13F filing for Q4 2021, filed 26 Jan 2022.