New England Research & Management’s Comerica CMA Stock Holding History

New England Research & 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
2025 Q2	–	Sell	-19,682	Closed	-$1.16M	–	154
2025 Q1	$1.16M	Buy	19,682 +7,007	+55%	+$440K	0.59%	58
2024 Q4	$784K	Buy	+12,675	New	+$824K	0.4%	79
2023 Q1	–	Sell	-11,575	Closed	-$774K	–	146
2022 Q4	$774K	Buy	+11,575	New	+$802K	0.44%	81
2022 Q1	–	Sell	-6,475	Closed	-$563K	–	168
2021 Q4	$563K	Buy	6,475 +850	+15%	+$72.9K	0.27%	103
2021 Q3	$453K	Buy	+5,625	New	+$405K	0.24%	113
2018 Q3	–	Sell	-3,100	Closed	-$282K	–	163
2018 Q2	$282K	Buy	+3,100	New	+$297K	0.19%	136
2015 Q2	–	Sell	-6,275	Closed	-$283K	–	175
2015 Q1	$283K	Sell	6,275 -700	-10%	-$31.2K	0.24%	137
2014 Q4	$327K	Sell	6,975 -4,825	-41%	-$227K	0.28%	134
2014 Q3	$588K	Buy	+11,800	New	+$592K	0.51%	85

Other funds holding CMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

New England Research & Management's CMA Position: Q2 2025 in Review

New England Research & Management sold out of Comerica (CMA) in Q2 2025, closing a stake of 19,682 shares — an estimated $1.16M sold.

New England Research & Management first reported a position in CMA in Q3 2014 and held it in 9 quarters. The position peaked at $1.16M in Q1 2025. 532 funds tracked by Wall St. Rank hold CMA as of Q2 2025.

New England Research & Management reported no remaining Comerica position as of Q2 2025 after selling out during the quarter.
New England Research & Management sold 19,682 Comerica shares in Q2 2025, an estimated $1.16M.
New England Research & Management first reported a position in Comerica in Q3 2014 and held it in 9 quarters.
New England Research & Management's Comerica position peaked at $1.16M in Q1 2025.
532 funds tracked by Wall St. Rank held Comerica as of Q2 2025.

Based on New England Research & Management's 13F filing for Q2 2025, filed 9 Jul 2025.