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Steward Financial Group’s Costamare CMRE Stock Holding History

Steward Financial Group’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+28
New +$285 ﹤0.01% 1359
2023
Q2 		– Sell
-53
Closed – – 565
2023
Q1 		$0 Buy
53
+32
+152% +$316 ﹤0.01% 752
2022
Q4 		$0 Buy
+21
New +$197 ﹤0.01% 589
2022
Q3 		– Sell
-6
Closed – – 327
2022
Q2 		$0 Buy
+6
New +$83 ﹤0.01% 1031

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Financial Group's CMRE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Costamare (CMRE) in Q3 2023: 28 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CMRE as recently as Q1 2023.

Steward Financial Group first reported a position in CMRE in Q2 2022 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold CMRE as of Q3 2023.

  • Steward Financial Group held 28 shares of Costamare worth $0 as of Q3 2023.
  • Costamare was a new Steward Financial Group position in Q3 2023.
  • Costamare made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1359 holding.
  • Steward Financial Group first reported a position in Costamare in Q2 2022 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Costamare as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.