NewEdge Advisors’s Chimera Investment CIM Stock Holding History

NewEdge Advisors’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
2026 Q1	$8.77K	Buy	699 +20	+3%	+$261	﹤0.01%	3437
2025 Q4	$8.45K	Buy	+679	New	+$8.63K	﹤0.01%	3522
2024 Q4	–	Sell	-8	Closed	-$127	–	3921
2024 Q3	$127	Hold	8	–	–	﹤0.01%	3709
2024 Q2	$102	Sell	8 -3,477	-100%	-$44K	﹤0.01%	3689
2024 Q1	$48.2K	Hold	3,485	–	–	﹤0.01%	2323
2023 Q4	$52.2K	Sell	3,485 -627	-15%	-$9.46K	﹤0.01%	2218
2023 Q3	$67.3K	Buy	4,112 +56	+1%	+$983	﹤0.01%	1991
2023 Q2	$70.2K	Hold	4,056	–	–	﹤0.01%	1984
2023 Q1	$62K	Sell	4,056 -1,216	-23%	-$23.3K	﹤0.01%	1910
2022 Q4	$84.3K	Buy	5,272 +21	+0.4%	+$392	﹤0.01%	1509
2022 Q3	$83K	Sell	5,251 -547	-9%	-$14.2K	﹤0.01%	1464
2022 Q2	$153K	Buy	5,798 +12	+0.2%	+$356	﹤0.01%	1429
2022 Q1	$209K	Buy	5,786 +279	+5%	+$11.1K	﹤0.01%	1015
2021 Q4	$249K	Buy	+5,507	New	+$260K	﹤0.01%	1420
2017 Q3	–	Sell	-371	Closed	-$20.6K	–	492
2017 Q2	$20.6K	Buy	+371	New	+$21.5K	﹤0.01%	733

Other funds holding CIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return