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Madison Wealth Management’s CBRE Group CBRE Stock Holding History

Madison Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$10.1M Sell
137,406
-352
-0.3% -$29.2K 2.13% 7
2023
Q2 		$11.1M Sell
137,758
-520
-0.4% -$38.9K 2.25% 7
2023
Q1 		$10.1M Sell
138,278
-2,212
-2% -$181K 2.18% 7
2022
Q4 		$10.8M Buy
140,490
+836
+0.6% +$61.7K 2.47% 8
2022
Q3 		$9.43M Buy
139,654
+2,365
+2% +$187K 2.31% 8
2022
Q2 		$10.1M Sell
137,289
-1,286
-0.9% -$104K 2.45% 8
2022
Q1 		$12.7M Sell
138,575
-635
-0.5% -$61.9K 2.67% 7
2021
Q4 		$15.1M Sell
139,210
-1,265
-0.9% -$130K 3.03% 6
2021
Q3 		$13.7M Sell
140,475
-1,185
-0.8% -$110K 2.99% 7
2021
Q2 		$12.1M Buy
141,660
+500
+0.4% +$42.7K 2.68% 9
2021
Q1 		$11.2M Buy
141,160
+1,141
+0.8% +$80.7K 2.73% 8
2020
Q4 		$8.78M Buy
140,019
+1,581
+1% +$89.3K 2.32% 9
2020
Q3 		$6.5M Sell
138,438
-531
-0.4% -$24.2K 1.95% 14
2020
Q2 		$6.28M Sell
138,969
-6,304
-4% -$272K 2.07% 13
2020
Q1 		$5.48M Sell
145,273
-4,284
-3% -$237K 2.2% 12
2019
Q4 		$9.17M Buy
+149,557
New +$8.28M 2.63% 10

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Madison Wealth Management's CBRE Position: Q3 2023 in Review

Madison Wealth Management reduced its CBRE Group (CBRE) stake by 0.26% in Q3 2023, selling an estimated $29.2K and leaving 137,406 shares worth $10.1M. The position accounts for 2.13% of the portfolio, ranked #7.

Madison Wealth Management first reported a position in CBRE in Q4 2019 and has held it in 16 quarters since. The position peaked at $15.1M in Q4 2021. 696 funds tracked by Wall St. Rank hold CBRE as of Q3 2023.

  • Madison Wealth Management held 137,406 shares of CBRE Group worth $10.1M as of Q3 2023.
  • Madison Wealth Management sold 352 CBRE Group shares in Q3 2023, an estimated $29.2K.
  • CBRE Group made up 2.13% of Madison Wealth Management's portfolio in Q3 2023, its #7 holding.
  • Madison Wealth Management first reported a position in CBRE Group in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's CBRE Group position peaked at $15.1M in Q4 2021.
  • 696 funds tracked by Wall St. Rank held CBRE Group as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.