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Sugarloaf Wealth Management’s Chimera Investment CIM Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-168
Closed -$2.51K – 688
2023
Q4 		$2.51K Hold
168
– – ﹤0.01% 589
2023
Q3 		$2.75K Hold
168
– – ﹤0.01% 584
2023
Q2 		$2.9K Hold
168
– – ﹤0.01% 592
2023
Q1 		$2.84K Hold
168
– – ﹤0.01% 594
2022
Q4 		$2.77K Buy
+168
New +$3.13K ﹤0.01% 640

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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

Sugarloaf Wealth Management's CIM Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Chimera Investment (CIM) in Q1 2024, closing a stake of 168 shares — an estimated $2.51K sold.

Sugarloaf Wealth Management first reported a position in CIM in Q4 2022 and held it in 5 quarters. The position peaked at $2.9K in Q2 2023. 249 funds tracked by Wall St. Rank hold CIM as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining Chimera Investment position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 168 Chimera Investment shares in Q1 2024, an estimated $2.51K.
  • Sugarloaf Wealth Management first reported a position in Chimera Investment in Q4 2022 and held it in 5 quarters.
  • Sugarloaf Wealth Management's Chimera Investment position peaked at $2.9K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Chimera Investment as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.