SFS
CIM

Stiles Financial Services’s Chimera Investment CIM Stock Holding History

Stiles Financial Services’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,255
Closed -$58.8K – 185
2024
Q1 		$58.8K Buy
4,255
+15
+0.4% +$209 0.02% 175
2023
Q4 		$63.5K Buy
4,240
+25
+0.6% +$377 0.03% 168
2023
Q3 		$69K Sell
4,215
-505
-11% -$8.86K 0.04% 174
2023
Q2 		$81.7K Buy
4,720
+21
+0.4% +$334 0.04% 191
2023
Q1 		$79.5K Buy
4,699
+16
+0.3% +$306 0.04% 181
2022
Q4 		$77.3K Buy
4,683
+135
+3% +$2.52K 0.04% 175
2022
Q3 		$71K Sell
4,548
-95
-2% -$2.47K 0.04% 168
2022
Q2 		$123K Buy
4,643
+127
+3% +$3.77K 0.07% 167
2022
Q1 		$163K Buy
4,516
+90
+2% +$3.58K 0.08% 180
2021
Q4 		$200K Buy
+4,426
New +$209K 0.1% 177

Other funds holding CIM

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stiles Financial Services's CIM Position: Q2 2024 in Review

Stiles Financial Services sold out of Chimera Investment (CIM) in Q2 2024, closing a stake of 4,255 shares — an estimated $58.8K sold.

Stiles Financial Services first reported a position in CIM in Q4 2021 and held it in 10 quarters. The position peaked at $200K in Q4 2021. 181 funds tracked by Wall St. Rank hold CIM as of Q2 2024.

  • Stiles Financial Services reported no remaining Chimera Investment position as of Q2 2024 after selling out during the quarter.
  • Stiles Financial Services sold 4,255 Chimera Investment shares in Q2 2024, an estimated $58.8K.
  • Stiles Financial Services first reported a position in Chimera Investment in Q4 2021 and held it in 10 quarters.
  • Stiles Financial Services's Chimera Investment position peaked at $200K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2024.

Based on Stiles Financial Services's 13F filing for Q2 2024, filed 1 Aug 2024.