SXL
CMDB

Summit X LLC’s Costamare Bulkers Holdings CMDB Stock Holding History

Summit X LLC’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23,860
Closed -$207K – 254
2025
Q2 		$207K Buy
+23,860
New +$237K 0.04% 245

Other funds holding CMDB

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Summit X LLC's CMDB Position: Q3 2025 in Review

Summit X LLC sold out of Costamare Bulkers Holdings (CMDB) in Q3 2025, closing a stake of 23,860 shares — an estimated $207K sold.

Summit X LLC first reported a position in CMDB in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 92 funds tracked by Wall St. Rank hold CMDB as of Q3 2025.

  • Summit X LLC reported no remaining Costamare Bulkers Holdings position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 23,860 Costamare Bulkers Holdings shares in Q3 2025, an estimated $207K.
  • Summit X LLC first reported a position in Costamare Bulkers Holdings in Q2 2025 and held it in 1 quarter.
  • Summit X LLC's Costamare Bulkers Holdings position peaked at $207K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.