Zacks Investment Management’s Commercial Metals CMC Stock Holding History

Zacks Investment Management’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,400	Closed	-$810K	–	624
2023 Q3	$810K	Sell	16,400 -571	-3%	-$31K	0.01%	399
2023 Q2	$894K	Sell	16,971 -1,219	-7%	-$56.9K	0.01%	389
2023 Q1	$889K	Buy	18,190 +5,860	+48%	+$304K	0.01%	382
2022 Q4	$596K	Buy	+12,330	New	+$565K	0.01%	425
2022 Q3	–	Sell	-40,890	Closed	-$1.35M	–	588
2022 Q2	$1.35M	Sell	40,890 -178	-0.4%	-$7.01K	0.02%	306
2022 Q1	$1.71M	Buy	+41,068	New	+$1.54M	0.02%	305
2020 Q4	–	Sell	-35,237	Closed	-$704K	–	524
2020 Q3	$704K	Buy	35,237 +12,644	+56%	+$263K	0.01%	363
2020 Q2	$461K	Buy	+22,593	New	+$388K	0.01%	398

Other funds holding CMC

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Zacks Investment Management's CMC Position: Q4 2023 in Review

Zacks Investment Management sold out of Commercial Metals (CMC) in Q4 2023, closing a stake of 16,400 shares — an estimated $810K sold.

Zacks Investment Management first reported a position in CMC in Q2 2020 and held it in 8 quarters. The position peaked at $1.71M in Q1 2022. 432 funds tracked by Wall St. Rank hold CMC as of Q4 2023.

Zacks Investment Management reported no remaining Commercial Metals position as of Q4 2023 after selling out during the quarter.
Zacks Investment Management sold 16,400 Commercial Metals shares in Q4 2023, an estimated $810K.
Zacks Investment Management first reported a position in Commercial Metals in Q2 2020 and held it in 8 quarters.
Zacks Investment Management's Commercial Metals position peaked at $1.71M in Q1 2022.
432 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.