Massachusetts Financial Services
CMA

Massachusetts Financial Services’s Comerica CMA Stock Holding History

Massachusetts Financial Services’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
2024
Q4 		– Sell
-21,553
Closed -$1.29M – 885
2024
Q3 		$1.29M Sell
21,553
-523
-2% -$28.8K ﹤0.01% 775
2024
Q2 		$1.13M Buy
22,076
+742
+3% +$37.9K ﹤0.01% 791
2024
Q1 		$1.17M Sell
21,334
-37,993
-64% -$1.98M ﹤0.01% 775
2023
Q4 		$3.31M Sell
59,327
-1,874
-3% -$84.7K ﹤0.01% 690
2023
Q3 		$2.54M Sell
61,201
-2,346
-4% -$111K ﹤0.01% 696
2023
Q2 		$2.69M Sell
63,547
-20,294
-24% -$820K ﹤0.01% 681
2023
Q1 		$3.64M Sell
83,841
-1,543,371
-95% -$98.9M ﹤0.01% 664
2022
Q4 		$109M Buy
1,627,212
+26,578
+2% +$1.84M 0.04% 345
2022
Q3 		$114M Buy
1,600,634
+11,611
+0.7% +$915K 0.04% 318
2022
Q2 		$117M Buy
1,589,023
+47,162
+3% +$3.81M 0.04% 329
2022
Q1 		$139M Buy
1,541,861
+27,990
+2% +$2.64M 0.04% 334
2021
Q4 		$132M Sell
1,513,871
-43,028
-3% -$3.69M 0.04% 351
2021
Q3 		$125M Buy
1,556,899
+14,887
+1% +$1.07M 0.04% 349
2021
Q2 		$110M Buy
1,542,012
+48,977
+3% +$3.63M 0.03% 381
2021
Q1 		$107M Buy
1,493,035
+78,105
+6% +$5.12M 0.03% 375
2020
Q4 		$79M Sell
1,414,930
-55,183
-4% -$2.69M 0.03% 402
2020
Q3 		$56.2M Buy
1,470,113
+43,022
+3% +$1.65M 0.02% 422
2020
Q2 		$54.4M Buy
1,427,091
+25,556
+2% +$891K 0.02% 406
2020
Q1 		$41.1M Buy
1,401,535
+26,890
+2% +$1.46M 0.02% 402
2019
Q4 		$98.6M Buy
1,374,645
+166,843
+14% +$11.5M 0.04% 326
2019
Q3 		$79.7M Buy
1,207,802
+27,519
+2% +$1.82M 0.03% 353
2019
Q2 		$85.7M Buy
1,180,283
+19,013
+2% +$1.41M 0.03% 331
2019
Q1 		$85.1M Buy
1,161,270
+27,131
+2% +$2.17M 0.04% 322
2018
Q4 		$77.9M Buy
1,134,139
+13,163
+1% +$1.05M 0.04% 306
2018
Q3 		$101M Buy
1,120,976
+61,777
+6% +$5.89M 0.04% 289
2018
Q2 		$96.3M Buy
1,059,199
+4,136
+0.4% +$396K 0.04% 283
2018
Q1 		$101M Sell
1,055,063
-117,130
-10% -$11.2M 0.04% 276
2017
Q4 		$102M Buy
1,172,193
+34,641
+3% +$2.79M 0.04% 273
2017
Q3 		$86.8M Buy
1,137,552
+27,125
+2% +$1.94M 0.04% 297
2017
Q2 		$81.3M Buy
1,110,427
+133,062
+14% +$9.34M 0.04% 297
2017
Q1 		$67M Buy
977,365
+26,912
+3% +$1.88M 0.03% 319
2016
Q4 		$64.7M Buy
950,453
+11
+0% +$645 0.03% 316
2016
Q3 		$45M Buy
950,442
+20,175
+2% +$914K 0.02% 377
2016
Q2 		$38.3M Buy
930,267
+354,369
+62% +$15.1M 0.02% 393
2016
Q1 		$21.8M Buy
575,898
+39,091
+7% +$1.41M 0.01% 486
2015
Q4 		$22.5M Buy
536,807
+27,964
+5% +$1.22M 0.01% 479
2015
Q3 		$20.9M Buy
508,843
+23,903
+5% +$1.09M 0.01% 480
2015
Q2 		$24.9M Buy
484,940
+26,841
+6% +$1.31M 0.01% 471
2015
Q1 		$20.7M Buy
458,099
+17,067
+4% +$762K 0.01% 520
2014
Q4 		$20.7M Buy
441,032
+25,558
+6% +$1.2M 0.01% 519
2014
Q3 		$20.7M Sell
415,474
-68,769
-14% -$3.45M 0.01% 521
2014
Q2 		$24.3M Buy
484,243
+17,578
+4% +$858K 0.01% 498
2014
Q1 		$24.2M Buy
466,665
+36,870
+9% +$1.77M 0.01% 466
2013
Q4 		$20.4M Sell
429,795
-17,070
-4% -$750K 0.01% 473
2013
Q3 		$17.6M Sell
446,865
-1,630
-0.4% -$67.7K 0.01% 488
2013
Q2 		$17.9M Buy
+448,495
New +$16.7M 0.01% 463

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services's CMA Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Comerica (CMA) in Q4 2024, closing a stake of 21,553 shares — an estimated $1.29M sold.

Massachusetts Financial Services first reported a position in CMA in Q2 2013 and held it in 46 quarters. The position peaked at $139M in Q1 2022. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 21,553 Comerica shares in Q4 2024, an estimated $1.29M.
  • Massachusetts Financial Services first reported a position in Comerica in Q2 2013 and held it in 46 quarters.
  • Massachusetts Financial Services's Comerica position peaked at $139M in Q1 2022.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.