Retirement Group’s CBRE Group CBRE Stock Holding History

Retirement 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
2024 Q1	$8.75K	Sell	90 -26	-22%	-$2.33K	﹤0.01%	493
2023 Q4	$10.8K	Hold	116	–	–	﹤0.01%	432
2023 Q3	$8.57K	Hold	116	–	–	﹤0.01%	433
2023 Q2	$9.36K	Hold	116	–	–	﹤0.01%	421
2023 Q1	$8K	Hold	116	–	–	﹤0.01%	419
2022 Q4	$9K	Buy	+116	New	+$8.57K	﹤0.01%	361
2022 Q3	–	Sell	-232	Closed	-$17K	–	525
2022 Q2	$17K	Buy	232 +116	+100%	+$9.34K	0.01%	346
2022 Q1	$11K	Buy	116 +77	+197%	+$7.5K	﹤0.01%	442
2021 Q4	$4K	Buy	39 +14	+56%	+$1.44K	﹤0.01%	542
2021 Q3	$2K	Buy	25 +6	+32%	+$558	﹤0.01%	512
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	559
2021 Q1	$2K	Hold	19	–	–	﹤0.01%	626
2020 Q4	$1K	Buy	19 +11	+138%	+$622	﹤0.01%	600
2020 Q3	$0	Buy	8 +6	+300%	+$274	﹤0.01%	663
2020 Q2	$0	Buy	+2	New	+$86	﹤0.01%	644

Other funds holding CBRE

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Retirement Group's CBRE Position: Q1 2024 in Review

Retirement Group reduced its CBRE Group (CBRE) stake by 22% in Q1 2024, selling an estimated $2.33K and leaving 90 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Retirement Group first reported a position in CBRE in Q2 2020 and has held it in 15 quarters since. The position peaked at $17K in Q2 2022. 795 funds tracked by Wall St. Rank hold CBRE as of Q1 2024.

Retirement Group held 90 shares of CBRE Group worth $8.75K as of Q1 2024.
Retirement Group sold 26 CBRE Group shares in Q1 2024, an estimated $2.33K.
CBRE Group made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #493 holding.
Retirement Group first reported a position in CBRE Group in Q2 2020 and has held it in 15 quarters since.
Retirement Group's CBRE Group position peaked at $17K in Q2 2022.
795 funds tracked by Wall St. Rank held CBRE Group as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.