GFA
JOBY icon

Gallagher Fiduciary Advisors’s Joby Aviation JOBY Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-66,800
Closed -$543K – 323
2024
Q4 		$543K Buy
66,800
+2,000
+3% +$13.3K 0.11% 130
2024
Q3 		$326K Buy
64,800
+500
+0.8% +$2.72K 0.07% 184
2024
Q2 		$328K Buy
64,300
+13,600
+27% +$67.7K 0.07% 142
2024
Q1 		$272K Buy
50,700
+1,000
+2% +$5.67K 0.01% 159
2023
Q4 		$331K Buy
49,700
+1,100
+2% +$6.78K 0.01% 132
2023
Q3 		$313K Sell
48,600
-2,300
-5% -$18.1K 0.03% 123
2023
Q2 		$522K Buy
50,900
+2,000
+4% +$10.8K 0.04% 122
2023
Q1 		$212K Buy
+48,900
New +$202K 0.02% 191

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
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
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gallagher Fiduciary Advisors's JOBY Position: Q1 2025 in Review

Gallagher Fiduciary Advisors sold out of Joby Aviation (JOBY) in Q1 2025, closing a stake of 66,800 shares — an estimated $543K sold.

Gallagher Fiduciary Advisors first reported a position in JOBY in Q1 2023 and held it in 8 quarters. The position peaked at $543K in Q4 2024. 354 funds tracked by Wall St. Rank hold JOBY as of Q1 2025.

  • Gallagher Fiduciary Advisors reported no remaining Joby Aviation position as of Q1 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 66,800 Joby Aviation shares in Q1 2025, an estimated $543K.
  • Gallagher Fiduciary Advisors first reported a position in Joby Aviation in Q1 2023 and held it in 8 quarters.
  • Gallagher Fiduciary Advisors's Joby Aviation position peaked at $543K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2025, filed 15 May 2025.