Mendota Financial Group’s CBRE Group CBRE Stock Holding History

Mendota Financial Group’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
2024 Q4	–	Sell	-1	Closed	-$125	–	509
2024 Q3	$125	Buy	+1	New	+$109	﹤0.01%	824

Other funds holding CBRE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Mendota Financial Group's CBRE Position: Q4 2024 in Review

Mendota Financial Group sold out of CBRE Group (CBRE) in Q4 2024, closing a stake of 1 share — an estimated $125 sold.

Mendota Financial Group first reported a position in CBRE in Q3 2024 and held it in 1 quarter. The position peaked at $125 in Q3 2024. 946 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

Mendota Financial Group reported no remaining CBRE Group position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 1 CBRE Group share in Q4 2024, an estimated $125.
Mendota Financial Group first reported a position in CBRE Group in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's CBRE Group position peaked at $125 in Q3 2024.
946 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.