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Ethos Financial Group’s General American Investors Company GAM Stock Holding History

Ethos Financial Group’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,114
Closed -$221K – 405
2024
Q3 		$221K Sell
4,114
-1
-0% -$52 0.04% 255
2024
Q2 		$205K Buy
+4,115
New +$195K 0.04% 256

Other funds holding GAM

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Ethos Financial Group's GAM Position: Q4 2024 in Review

Ethos Financial Group sold out of General American Investors Company (GAM) in Q4 2024, closing a stake of 4,114 shares — an estimated $221K sold.

Ethos Financial Group first reported a position in GAM in Q2 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2024. 90 funds tracked by Wall St. Rank hold GAM as of Q4 2024.

  • Ethos Financial Group reported no remaining General American Investors Company position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 4,114 General American Investors Company shares in Q4 2024, an estimated $221K.
  • Ethos Financial Group first reported a position in General American Investors Company in Q2 2024 and held it in 2 quarters.
  • Ethos Financial Group's General American Investors Company position peaked at $221K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held General American Investors Company as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.