Bessemer Group’s Gabelli Equity Trust GAB Stock Holding History

Bessemer Group’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,995	Closed	-$18K	–	2075
2022 Q2	$18K	Hold	2,995	–	–	﹤0.01%	1268
2022 Q1	$21K	Hold	2,995	–	–	﹤0.01%	1235
2021 Q4	$22K	Hold	2,995	–	–	﹤0.01%	1257
2021 Q3	$20K	Hold	2,995	–	–	﹤0.01%	1231
2021 Q2	$21K	Sell	2,995 -2,119	-41%	-$14.9K	﹤0.01%	1227
2021 Q1	$34K	Buy	5,114 +2,050	+67%	+$13.1K	﹤0.01%	1083
2020 Q4	$19K	Buy	+3,064	New	+$17.7K	﹤0.01%	1183
2014 Q3	–	Sell	-506	Closed	-$4K	–	1293
2014 Q2	$4K	Sell	506 -3,482	-87%	-$24.8K	﹤0.01%	1178
2014 Q1	$29K	Buy	+3,988	New	+$29.2K	﹤0.01%	940

Other funds holding GAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group's GAB Position: Q3 2022 in Review

Bessemer Group sold out of Gabelli Equity Trust (GAB) in Q3 2022, closing a stake of 2,995 shares — an estimated $18K sold.

Bessemer Group first reported a position in GAB in Q1 2014 and held it in 9 quarters. The position peaked at $34K in Q1 2021. 164 funds tracked by Wall St. Rank hold GAB as of Q3 2022.

Bessemer Group reported no remaining Gabelli Equity Trust position as of Q3 2022 after selling out during the quarter.
Bessemer Group sold 2,995 Gabelli Equity Trust shares in Q3 2022, an estimated $18K.
Bessemer Group first reported a position in Gabelli Equity Trust in Q1 2014 and held it in 9 quarters.
Bessemer Group's Gabelli Equity Trust position peaked at $34K in Q1 2021.
164 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2022.

Based on Bessemer Group's 13F filing for Q3 2022, filed 9 Nov 2022.