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Stansberry Asset Management’s CBRE Group CBRE Stock Holding History

Stansberry Asset Management’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
2023
Q4 		– Sell
-15,035
Closed -$1.11M – 115
2023
Q3 		$1.11M Buy
15,035
+2,990
+25% +$248K 0.19% 91
2023
Q2 		$972K Buy
12,045
+507
+4% +$38K 0.18% 86
2023
Q1 		$840K Buy
11,538
+1,035
+10% +$84.6K 0.16% 87
2022
Q4 		$808K Buy
10,503
+970
+10% +$71.6K 0.17% 83
2022
Q3 		$643K Buy
9,533
+666
+8% +$52.8K 0.14% 85
2022
Q2 		$653K Sell
8,867
-359
-4% -$28.9K 0.14% 86
2022
Q1 		$844K Buy
9,226
+3,395
+58% +$331K 0.14% 92
2021
Q4 		$633K Buy
5,831
+1,785
+44% +$183K 0.1% 87
2021
Q3 		$394K Buy
4,046
+660
+19% +$61.3K 0.08% 83
2021
Q2 		$290K Sell
3,386
-1,121
-25% -$95.7K 0.07% 48
2021
Q1 		$357K Buy
4,507
+741
+20% +$52.4K 0.09% 45
2020
Q4 		$236K Buy
+3,766
New +$213K 0.07% 40
2020
Q1 		– Sell
-50,245
Closed -$3.08M – 40
2019
Q4 		$3.08M Buy
50,245
+8,309
+20% +$460K 1.25% 28
2019
Q3 		$2.22M Buy
41,936
+2,693
+7% +$142K 0.98% 31
2019
Q2 		$2.01M Buy
39,243
+811
+2% +$40.3K 0.79% 34
2019
Q1 		$1.9M Sell
38,432
-7,683
-17% -$361K 0.65% 42
2018
Q4 		$1.85M Buy
+46,115
New +$1.91M 0.58% 32

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Stansberry Asset Management's CBRE Position: Q4 2023 in Review

Stansberry Asset Management sold out of CBRE Group (CBRE) in Q4 2023, closing a stake of 15,035 shares — an estimated $1.11M sold.

Stansberry Asset Management first reported a position in CBRE in Q4 2018 and held it in 17 quarters. The position peaked at $3.08M in Q4 2019. 762 funds tracked by Wall St. Rank hold CBRE as of Q4 2023.

  • Stansberry Asset Management reported no remaining CBRE Group position as of Q4 2023 after selling out during the quarter.
  • Stansberry Asset Management sold 15,035 CBRE Group shares in Q4 2023, an estimated $1.11M.
  • Stansberry Asset Management first reported a position in CBRE Group in Q4 2018 and held it in 17 quarters.
  • Stansberry Asset Management's CBRE Group position peaked at $3.08M in Q4 2019.
  • 762 funds tracked by Wall St. Rank held CBRE Group as of Q4 2023.

Based on Stansberry Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.