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Cynosure Group’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Cynosure Group’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,496
Closed -$263K – 152
2023
Q3 		$263K Buy
6,496
+392
+6% +$16.1K 0.08% 129
2023
Q2 		$245K Buy
+6,104
New +$252K 0.07% 124

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Cynosure Group's GUNR Position: Q4 2023 in Review

Cynosure Group sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2023, closing a stake of 6,496 shares — an estimated $263K sold.

Cynosure Group first reported a position in GUNR in Q2 2023 and held it in 2 quarters. The position peaked at $263K in Q3 2023. 292 funds tracked by Wall St. Rank hold GUNR as of Q4 2023.

  • Cynosure Group reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
  • Cynosure Group sold 6,496 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2023, an estimated $263K.
  • Cynosure Group first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2023 and held it in 2 quarters.
  • Cynosure Group's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $263K in Q3 2023.
  • 292 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2023.

Based on Cynosure Group's 13F filing for Q4 2023, filed 14 Feb 2024.