FIM
GWR

Freedom Investment Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Freedom Investment Management’s Portfolio GWR Stock Details GWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,538
Closed -$254K – 753
2019
Q2 		$254K Sell
2,538
-76
-3% -$6.93K 0.02% 576
2019
Q1 		$228K Sell
2,614
-746
-22% -$60.5K 0.02% 601
2018
Q4 		$249K Sell
3,360
-868
-21% -$69.6K 0.02% 638
2018
Q3 		$368K Sell
4,228
-7
-0.2% -$607 0.02% 643
2018
Q2 		$344K Buy
+4,235
New +$321K 0.02% 708

Other funds holding GWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Freedom Investment Management's GWR Position: Q3 2019 in Review

Freedom Investment Management sold out of Genesee & Wyoming Inc. (GWR) in Q3 2019, closing a stake of 2,538 shares — an estimated $254K sold.

Freedom Investment Management first reported a position in GWR in Q2 2018 and held it in 5 quarters. The position peaked at $368K in Q3 2018. 302 funds tracked by Wall St. Rank hold GWR as of Q3 2019.

  • Freedom Investment Management reported no remaining Genesee & Wyoming Inc. position as of Q3 2019 after selling out during the quarter.
  • Freedom Investment Management sold 2,538 Genesee & Wyoming Inc. shares in Q3 2019, an estimated $254K.
  • Freedom Investment Management first reported a position in Genesee & Wyoming Inc. in Q2 2018 and held it in 5 quarters.
  • Freedom Investment Management's Genesee & Wyoming Inc. position peaked at $368K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q3 2019.

Based on Freedom Investment Management's 13F filing for Q3 2019, filed 5 Nov 2019.