Fiduciary Family Office’s GCM Grosvenor GCMG Stock Holding History

Fiduciary Family Office’s Portfolio GCMG Stock Details GCMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25,514	Closed	-$229K	–	224
2023 Q4	$229K	Buy	+25,514	New	+$212K	0.1%	196

Other funds holding GCMG

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Family Office's GCMG Position: Q1 2024 in Review

Fiduciary Family Office sold out of GCM Grosvenor (GCMG) in Q1 2024, closing a stake of 25,514 shares — an estimated $229K sold.

Fiduciary Family Office first reported a position in GCMG in Q4 2023 and held it in 1 quarter. The position peaked at $229K in Q4 2023. 93 funds tracked by Wall St. Rank hold GCMG as of Q1 2024.

Fiduciary Family Office reported no remaining GCM Grosvenor position as of Q1 2024 after selling out during the quarter.
Fiduciary Family Office sold 25,514 GCM Grosvenor shares in Q1 2024, an estimated $229K.
Fiduciary Family Office first reported a position in GCM Grosvenor in Q4 2023 and held it in 1 quarter.
Fiduciary Family Office's GCM Grosvenor position peaked at $229K in Q4 2023.
93 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2024.

Based on Fiduciary Family Office's 13F filing for Q1 2024, filed 7 May 2024.