MIM
CMA

Morningstar Investment Management’s Comerica CMA Stock Holding History

Morningstar Investment Management’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
-9,175
Closed -$563K – 214
2024
Q3 		$563K Sell
9,175
-5,003
-35% -$276K 0.06% 130
2024
Q2 		$724K Sell
14,178
-183
-1% -$9.35K 0.08% 104
2024
Q1 		$790K Sell
14,361
-616
-4% -$32.2K 0.09% 98
2023
Q4 		$836K Buy
+14,977
New +$677K 0.1% 94

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return

Morningstar Investment Management's CMA Position: Q4 2024 in Review

Morningstar Investment Management sold out of Comerica (CMA) in Q4 2024, closing a stake of 9,175 shares — an estimated $563K sold.

Morningstar Investment Management first reported a position in CMA in Q4 2023 and held it in 4 quarters. The position peaked at $836K in Q4 2023. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • Morningstar Investment Management reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 9,175 Comerica shares in Q4 2024, an estimated $563K.
  • Morningstar Investment Management first reported a position in Comerica in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Management's Comerica position peaked at $836K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Morningstar Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.