PPSG
CBRE icon

Princeton Portfolio Strategies Group’s CBRE Group CBRE Stock Holding History

Princeton Portfolio Strategies Group’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,100
Closed -$381K – 148
2020
Q1 		$381K Sell
10,100
-13,350
-57% -$738K 0.11% 113
2019
Q4 		$1.44M Buy
23,450
+7,475
+47% +$414K 0.34% 72
2019
Q3 		$847K Sell
15,975
-300
-2% -$15.8K 0.21% 90
2019
Q2 		$835K Buy
16,275
+1,600
+11% +$79.5K 0.21% 93
2019
Q1 		$726K Buy
14,675
+9,225
+169% +$433K 0.19% 99
2018
Q4 		$218K Hold
5,450
– – 0.07% 136
2018
Q3 		$240K Buy
+5,450
New +$260K 0.06% 144

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Princeton Portfolio Strategies Group's CBRE Position: Q2 2020 in Review

Princeton Portfolio Strategies Group sold out of CBRE Group (CBRE) in Q2 2020, closing a stake of 10,100 shares — an estimated $381K sold.

Princeton Portfolio Strategies Group first reported a position in CBRE in Q3 2018 and held it in 7 quarters. The position peaked at $1.44M in Q4 2019. 587 funds tracked by Wall St. Rank hold CBRE as of Q2 2020.

  • Princeton Portfolio Strategies Group reported no remaining CBRE Group position as of Q2 2020 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 10,100 CBRE Group shares in Q2 2020, an estimated $381K.
  • Princeton Portfolio Strategies Group first reported a position in CBRE Group in Q3 2018 and held it in 7 quarters.
  • Princeton Portfolio Strategies Group's CBRE Group position peaked at $1.44M in Q4 2019.
  • 587 funds tracked by Wall St. Rank held CBRE Group as of Q2 2020.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2020, filed 6 Aug 2020.