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NewEdge Advisors’s Costamare CMRE Stock Holding History

NewEdge 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
2023
Q4 		– Sell
-885
Closed -$8.51K – 3765
2023
Q3 		$8.51K Hold
885
– – ﹤0.01% 2628
2023
Q2 		$8.56K Sell
885
-800
-47% -$7.17K ﹤0.01% 2650
2023
Q1 		$15.9K Sell
1,685
-2,098
-55% -$20.7K ﹤0.01% 2418
2022
Q4 		$9.31K Buy
+3,783
New +$35.5K ﹤0.01% 2398

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

NewEdge Advisors's CMRE Position: Q4 2023 in Review

NewEdge Advisors sold out of Costamare (CMRE) in Q4 2023, closing a stake of 885 shares — an estimated $8.51K sold.

NewEdge Advisors first reported a position in CMRE in Q4 2022 and held it in 4 quarters. The position peaked at $15.9K in Q1 2023. 145 funds tracked by Wall St. Rank hold CMRE as of Q4 2023.

  • NewEdge Advisors reported no remaining Costamare position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 885 Costamare shares in Q4 2023, an estimated $8.51K.
  • NewEdge Advisors first reported a position in Costamare in Q4 2022 and held it in 4 quarters.
  • NewEdge Advisors's Costamare position peaked at $15.9K in Q1 2023.
  • 145 funds tracked by Wall St. Rank held Costamare as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.