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Oak Family Advisors’s Commercial Metals CMC Stock Holding History

Oak Family Advisors’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,042
Closed -$200K – 114
2024
Q4 		$200K Sell
4,042
-16,156
-80% -$911K 0.07% 113
2024
Q3 		$1.11M Sell
20,198
-190
-0.9% -$10.3K 0.34% 58
2024
Q2 		$1.12M Sell
20,388
-75
-0.4% -$4.14K 0.38% 54
2024
Q1 		$1.2M Sell
20,463
-18
-0.1% -$953 0.46% 52
2023
Q4 		$1.02M Buy
20,481
+3,969
+24% +$181K 0.43% 59
2023
Q3 		$816K Sell
16,512
-235
-1% -$12.8K 0.39% 54
2023
Q2 		$882K Hold
16,747
– – 0.42% 55
2023
Q1 		$819K Sell
16,747
-428
-2% -$22.2K 0.4% 54
2022
Q4 		$830K Buy
17,175
+1
+0% +$46 0.44% 51
2022
Q3 		$609K Buy
17,174
+5,305
+45% +$205K 0.33% 56
2022
Q2 		$393K Buy
11,869
+39
+0.3% +$1.54K 0.2% 82
2022
Q1 		$492K Hold
11,830
– – 0.19% 80
2021
Q4 		$429K Buy
11,830
+325
+3% +$10.8K 0.16% 90
2021
Q3 		$350K Buy
+11,505
New +$366K 0.13% 99

Other funds holding CMC

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Oak Family Advisors's CMC Position: Q1 2025 in Review

Oak Family Advisors sold out of Commercial Metals (CMC) in Q1 2025, closing a stake of 4,042 shares — an estimated $200K sold.

Oak Family Advisors first reported a position in CMC in Q3 2021 and held it in 14 quarters. The position peaked at $1.2M in Q1 2024. 391 funds tracked by Wall St. Rank hold CMC as of Q1 2025.

  • Oak Family Advisors reported no remaining Commercial Metals position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 4,042 Commercial Metals shares in Q1 2025, an estimated $200K.
  • Oak Family Advisors first reported a position in Commercial Metals in Q3 2021 and held it in 14 quarters.
  • Oak Family Advisors's Commercial Metals position peaked at $1.2M in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.