New Age Alpha Advisors’s Costamare CMRE Stock Holding History

New Age Alpha Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,873	Closed	-$53.5K	–	791
2025 Q3	$53.5K	Hold	5,873	–	–	﹤0.01%	753
2025 Q2	$53.5K	Sell	5,873 -1,520	-21%	-$13.5K	﹤0.01%	773
2025 Q1	$72.7K	Buy	7,393 +3,489	+89%	+$38.5K	﹤0.01%	781
2024 Q4	$50.2K	Buy	+3,904	New	+$53.7K	﹤0.01%	790

Other funds holding CMRE

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Age Alpha Advisors's CMRE Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Costamare (CMRE) in Q4 2025, closing a stake of 5,873 shares — an estimated $53.5K sold.

New Age Alpha Advisors first reported a position in CMRE in Q4 2024 and held it in 4 quarters. The position peaked at $72.7K in Q1 2025. 184 funds tracked by Wall St. Rank hold CMRE as of Q4 2025.

New Age Alpha Advisors reported no remaining Costamare position as of Q4 2025 after selling out during the quarter.
New Age Alpha Advisors sold 5,873 Costamare shares in Q4 2025, an estimated $53.5K.
New Age Alpha Advisors first reported a position in Costamare in Q4 2024 and held it in 4 quarters.
New Age Alpha Advisors's Costamare position peaked at $72.7K in Q1 2025.
184 funds tracked by Wall St. Rank held Costamare as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.