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Gemmer Asset Management’s Fidus Investment FDUS Stock Holding History

Gemmer Asset Management’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-275
Closed -$5K – 450
2022
Q1 		$5K Hold
275
– – ﹤0.01% 922
2021
Q4 		$5K Hold
275
– – ﹤0.01% 981
2021
Q3 		$5K Hold
275
– – ﹤0.01% 941
2021
Q2 		$5K Hold
275
– – ﹤0.01% 1069
2021
Q1 		$4K Hold
275
– – ﹤0.01% 1145
2020
Q4 		$4K Buy
+275
New +$3.27K ﹤0.01% 1072

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Gemmer Asset Management's FDUS Position: Q2 2022 in Review

Gemmer Asset Management sold out of Fidus Investment (FDUS) in Q2 2022, closing a stake of 275 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in FDUS in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 84 funds tracked by Wall St. Rank hold FDUS as of Q2 2022.

  • Gemmer Asset Management reported no remaining Fidus Investment position as of Q2 2022 after selling out during the quarter.
  • Gemmer Asset Management sold 275 Fidus Investment shares in Q2 2022, an estimated $5K.
  • Gemmer Asset Management first reported a position in Fidus Investment in Q4 2020 and held it in 6 quarters.
  • Gemmer Asset Management's Fidus Investment position peaked at $5K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.