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Blue Trust Inc’s Greystone Housing Impact Investors LP GHI Stock Holding History

Blue Trust Inc’s Portfolio GHI Stock Details GHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-90
Closed -$1.33K – 2646
2024
Q3 		$1.33K Hold
90
– – ﹤0.01% 2661
2024
Q2 		$1.47K Hold
90
– – ﹤0.01% 2494
2024
Q1 		$1.47K Buy
+90
New +$1.49K ﹤0.01% 1877

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Blue Trust Inc's GHI Position: Q4 2024 in Review

Blue Trust Inc sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2024, closing a stake of 90 shares — an estimated $1.33K sold.

Blue Trust Inc first reported a position in GHI in Q1 2024 and held it in 3 quarters. The position peaked at $1.47K in Q2 2024. 57 funds tracked by Wall St. Rank hold GHI as of Q4 2024.

  • Blue Trust Inc reported no remaining Greystone Housing Impact Investors LP position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 90 Greystone Housing Impact Investors LP shares in Q4 2024, an estimated $1.33K.
  • Blue Trust Inc first reported a position in Greystone Housing Impact Investors LP in Q1 2024 and held it in 3 quarters.
  • Blue Trust Inc's Greystone Housing Impact Investors LP position peaked at $1.47K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.