MA
CIM icon

Montag & Associates’s Chimera Investment CIM Stock Holding History

Montag & Associates’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,301
Closed -$55.9K – 918
2023
Q3 		$55.9K Hold
3,301
– – ﹤0.01% 534
2023
Q2 		$58.9K Hold
3,301
– – ﹤0.01% 536
2023
Q1 		$58.1K Hold
3,301
– – ﹤0.01% 529
2022
Q4 		$56.7K Hold
3,301
– – ﹤0.01% 521
2022
Q3 		$54K Hold
3,301
– – ﹤0.01% 523
2022
Q2 		$91K Hold
3,301
– – 0.01% 450
2022
Q1 		$119K Hold
3,301
– – 0.01% 442
2021
Q4 		$149K Hold
3,301
– – 0.01% 426
2021
Q3 		$147K Sell
3,301
-3,000
-48% -$135K 0.01% 425
2021
Q2 		$285K Hold
6,301
– – 0.02% 348
2021
Q1 		$240K Hold
6,301
– – 0.01% 361
2020
Q4 		$194K Buy
+6,301
New +$182K 0.01% 370

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montag & Associates's CIM Position: Q4 2023 in Review

Montag & Associates sold out of Chimera Investment (CIM) in Q4 2023, closing a stake of 3,301 shares — an estimated $55.9K sold.

Montag & Associates first reported a position in CIM in Q4 2020 and held it in 12 quarters. The position peaked at $285K in Q2 2021. 258 funds tracked by Wall St. Rank hold CIM as of Q4 2023.

  • Montag & Associates reported no remaining Chimera Investment position as of Q4 2023 after selling out during the quarter.
  • Montag & Associates sold 3,301 Chimera Investment shares in Q4 2023, an estimated $55.9K.
  • Montag & Associates first reported a position in Chimera Investment in Q4 2020 and held it in 12 quarters.
  • Montag & Associates's Chimera Investment position peaked at $285K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Chimera Investment as of Q4 2023.

Based on Montag & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.