Bessemer Group
GRX

Bessemer Group’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Bessemer Group’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-366
Closed -$4K – 2538
2024
Q3 		$4K Buy
366
+38
+12% +$400 ﹤0.01% 2003
2024
Q2 		$3K Buy
328
+73
+29% +$703 ﹤0.01% 1844
2024
Q1 		$3K Sell
255
-20
-7% -$195 ﹤0.01% 1846
2023
Q4 		$3K Sell
275
-148
-35% -$1.27K ﹤0.01% 1910
2023
Q3 		$4K Buy
423
+38
+10% +$363 ﹤0.01% 1785
2023
Q2 		$4K Buy
385
+42
+12% +$420 ﹤0.01% 1866
2023
Q1 		$3K Buy
+343
New +$3.48K ﹤0.01% 1760
2021
Q2 		– Sell
-134
Closed -$2K – 1599
2021
Q1 		$2K Buy
+134
New +$1.64K ﹤0.01% 1457
2020
Q3 		– Sell
-770
Closed -$8K – 1467
2020
Q2 		$8K Buy
+770
New +$7.63K ﹤0.01% 1534
2014
Q3 		– Sell
-90
Closed -$1K – 1296
2014
Q2 		$1K Sell
90
-107
-54% -$1.08K ﹤0.01% 1350
2014
Q1 		$2K Buy
+197
New +$1.97K ﹤0.01% 1257

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Bessemer Group's GRX Position: Q4 2024 in Review

Bessemer Group sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q4 2024, closing a stake of 366 shares — an estimated $4K sold.

Bessemer Group first reported a position in GRX in Q1 2014 and held it in 11 quarters. The position peaked at $8K in Q2 2020. 66 funds tracked by Wall St. Rank hold GRX as of Q4 2024.

  • Bessemer Group reported no remaining Gabelli Healthcare & Wellness Trust position as of Q4 2024 after selling out during the quarter.
  • Bessemer Group sold 366 Gabelli Healthcare & Wellness Trust shares in Q4 2024, an estimated $4K.
  • Bessemer Group first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2014 and held it in 11 quarters.
  • Bessemer Group's Gabelli Healthcare & Wellness Trust position peaked at $8K in Q2 2020.
  • 66 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.