CLM CORNERSTONE STRATEGIC VALUE

Ownership history in Capital CS Group, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Capital CS Group, LLC reported a position in CORNERSTONE STRATEGIC VALUE (CLM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.54% (2021 Q2)
Avg. % of fund
0.55%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,539 +252 +1.5% 0.21% $138K $7.98
2025 Q3 REDUCED 16,287 -6,281 -27.8% 0.21% $135K $7.56
2025 Q2 ADDED 22,568 +5,013 +28.6% 0.30% $183K $7.09
2025 Q1 REDUCED 17,555 -24,976 -58.7% 0.21% $130K $6.08
2024 Q4 ADDED 42,531 +920 +2.2% 0.48% $365K $6.73
2024 Q3 ADDED 41,611 +935 +2.3% 0.38% $320K $5.79
2024 Q2 REDUCED 40,676 -1,332 -3.2% 0.35% $313K $5.57
2024 Q1 ADDED 42,008 +859 +2.1% 0.30% $316K $5.21
2023 Q4 REDUCED 41,149 -3,528 -7.9% 0.32% $296K $4.76
2023 Q3 REDUCED 44,677 -834 -1.8% 0.42% $360K $5.07
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% of Fund (quarterly)    CLM price (monthly, adj. close)
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