Birch Hill Investment Advisors’s State Street SPDR S&P Emerging Asia Pacific ETF GMF Stock Holding History

Birch Hill Investment Advisors’s Portfolio GMF Stock Details GMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,121	Closed	-$206K	–	165
2023 Q3	$206K	Hold	2,121	–	–	0.01%	152
2023 Q2	$210K	Hold	2,121	–	–	0.01%	152
2023 Q1	$213K	Hold	2,121	–	–	0.01%	153
2022 Q4	$204K	Buy	+2,121	New	+$197K	0.01%	151
2022 Q3	–	Sell	-2,121	Closed	-$218K	–	148
2022 Q2	$218K	Hold	2,121	–	–	0.01%	145
2022 Q1	$233K	Sell	2,121 -495	-19%	-$57.7K	0.01%	155
2021 Q4	$318K	Hold	2,616	–	–	0.02%	144
2021 Q3	$325K	Sell	2,616 -125	-5%	-$15.9K	0.02%	142
2021 Q2	$369K	Hold	2,741	–	–	0.02%	131
2021 Q1	$360K	Sell	2,741 -190	-6%	-$25.9K	0.02%	128
2020 Q4	$373K	Hold	2,931	–	–	0.02%	121
2020 Q3	$326K	Hold	2,931	–	–	0.02%	121
2020 Q2	$291K	Hold	2,931	–	–	0.02%	122
2020 Q1	$249K	Sell	2,931 -1,857	-39%	-$180K	0.02%	120
2019 Q4	$495K	Buy	4,788 +257	+6%	+$25.3K	0.03%	111
2019 Q3	$423K	Sell	4,531 -489	-10%	-$46.2K	0.03%	115
2019 Q2	$491K	Buy	5,020 +30	+0.6%	+$2.92K	0.04%	111
2019 Q1	$493K	Buy	4,990 +274	+6%	+$25.8K	0.04%	110
2018 Q4	$414K	Sell	4,716 -260	-5%	-$23.4K	0.04%	115
2018 Q3	$482K	Sell	4,976 -280	-5%	-$27.7K	0.04%	118
2018 Q2	$523K	Buy	5,256 +500	+11%	+$52.4K	0.04%	113
2018 Q1	$507K	Hold	4,756	–	–	0.04%	108
2017 Q4	$497K	Hold	4,756	–	–	0.04%	103
2017 Q3	$472K	Buy	4,756 +500	+12%	+$48.6K	0.04%	103
2017 Q2	$389K	Sell	4,256 -155	-4%	-$13.8K	0.03%	108
2017 Q1	$380K	Hold	4,411	–	–	0.03%	107
2016 Q4	$331K	Sell	4,411 -30	-0.7%	-$2.37K	0.03%	110
2016 Q3	$366K	Hold	4,441	–	–	0.03%	106
2016 Q2	$332K	Sell	4,441 -291	-6%	-$21.2K	0.03%	109
2016 Q1	$350K	Sell	4,732 -1,025	-18%	-$70.6K	0.04%	109
2015 Q4	$424K	Hold	5,757	–	–	0.04%	101
2015 Q3	$418K	Sell	5,757 -716	-11%	-$56K	0.05%	101
2015 Q2	$571K	Buy	6,473 +25	+0.4%	+$2.31K	0.06%	101
2015 Q1	$568K	Buy	6,448 +58	+0.9%	+$5K	0.06%	100
2014 Q4	$533K	Sell	6,390 -600	-9%	-$50.5K	0.05%	104
2014 Q3	$586K	Buy	6,990 +153	+2%	+$13.3K	0.06%	97
2014 Q2	$565K	Hold	6,837	–	–	0.06%	97
2014 Q1	$527K	Sell	6,837 -1,563	-19%	-$117K	0.06%	98
2013 Q4	$648K	Sell	8,400 -894	-10%	-$69K	0.07%	98
2013 Q3	$698K	Sell	9,294 -112	-1%	-$8.29K	0.08%	95
2013 Q2	$676K	Buy	+9,406	New	+$716K	0.08%	94

Other funds holding GMF

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

Birch Hill Investment Advisors's GMF Position: Q4 2023 in Review

Birch Hill Investment Advisors sold out of State Street SPDR S&P Emerging Asia Pacific ETF (GMF) in Q4 2023, closing a stake of 2,121 shares — an estimated $206K sold.

Birch Hill Investment Advisors first reported a position in GMF in Q2 2013 and held it in 41 quarters. The position peaked at $698K in Q3 2013. 73 funds tracked by Wall St. Rank hold GMF as of Q4 2023.

Birch Hill Investment Advisors reported no remaining State Street SPDR S&P Emerging Asia Pacific ETF position as of Q4 2023 after selling out during the quarter.
Birch Hill Investment Advisors sold 2,121 State Street SPDR S&P Emerging Asia Pacific ETF shares in Q4 2023, an estimated $206K.
Birch Hill Investment Advisors first reported a position in State Street SPDR S&P Emerging Asia Pacific ETF in Q2 2013 and held it in 41 quarters.
Birch Hill Investment Advisors's State Street SPDR S&P Emerging Asia Pacific ETF position peaked at $698K in Q3 2013.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Asia Pacific ETF as of Q4 2023.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.