Steph & Co’s CBRE Group CBRE Stock Holding History

Steph & Co’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 Q4	–	Sell	-91	Closed	-$11.3K	–	279
2024 Q3	$11.3K	Buy	+91	New	+$9.92K	﹤0.01%	258

Other funds holding CBRE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Steph & Co's CBRE Position: Q4 2024 in Review

Steph & Co sold out of CBRE Group (CBRE) in Q4 2024, closing a stake of 91 shares — an estimated $11.3K sold.

Steph & Co first reported a position in CBRE in Q3 2024 and held it in 1 quarter. The position peaked at $11.3K in Q3 2024. 946 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

Steph & Co reported no remaining CBRE Group position as of Q4 2024 after selling out during the quarter.
Steph & Co sold 91 CBRE Group shares in Q4 2024, an estimated $11.3K.
Steph & Co first reported a position in CBRE Group in Q3 2024 and held it in 1 quarter.
Steph & Co's CBRE Group position peaked at $11.3K in Q3 2024.
946 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on Steph & Co's 13F filing for Q4 2024, filed 14 Jan 2025.