ZIM
CTO

Zacks Investment Management’s CTO Realty Growth CTO Stock Holding History

Zacks Investment Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-25,611
Closed -$275K – 517
2020
Q2 		$275K Sell
25,611
-63
-0.2% -$695 0.01% 449
2020
Q1 		$316K Buy
+25,674
New +$399K 0.01% 426
2018
Q4 		– Sell
-51,425
Closed -$869K – 521
2018
Q3 		$869K Buy
+51,425
New +$869K 0.02% 411

Other funds holding CTO

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Zacks Investment Management's CTO Position: Q3 2020 in Review

Zacks Investment Management sold out of CTO Realty Growth (CTO) in Q3 2020, closing a stake of 25,611 shares — an estimated $275K sold.

Zacks Investment Management first reported a position in CTO in Q3 2018 and held it in 3 quarters. The position peaked at $869K in Q3 2018. 71 funds tracked by Wall St. Rank hold CTO as of Q3 2020.

  • Zacks Investment Management reported no remaining CTO Realty Growth position as of Q3 2020 after selling out during the quarter.
  • Zacks Investment Management sold 25,611 CTO Realty Growth shares in Q3 2020, an estimated $275K.
  • Zacks Investment Management first reported a position in CTO Realty Growth in Q3 2018 and held it in 3 quarters.
  • Zacks Investment Management's CTO Realty Growth position peaked at $869K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2020.

Based on Zacks Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.