Gemmer Asset Management’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-136
| Closed | -$4K | – | 853 |
|
|
2022
Q1 | $4K | Hold |
136
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q4 | $6K | Sell |
136
-48
| -26% | -$2.04K | ﹤0.01% | 934 |
|
|
2021
Q3 | $6K | Hold |
184
| – | – | ﹤0.01% | 907 |
|
|
2021
Q2 | $6K | Hold |
184
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q1 | $5K | Hold |
184
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q4 | $5K | Hold |
184
| – | – | ﹤0.01% | 997 |
|
|
2020
Q3 | $3K | Hold |
184
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q2 | $3K | Hold |
184
| – | – | ﹤0.01% | 1066 |
|
|
2020
Q1 | $2K | Hold |
184
| – | – | ﹤0.01% | 1099 |
|
|
2019
Q4 | $4K | Hold |
184
| – | – | ﹤0.01% | 1061 |
|
|
2019
Q3 | $3K | Hold |
184
| – | – | ﹤0.01% | 1171 |
|
|
2019
Q2 | $3K | Hold |
184
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q1 | $3K | Buy |
184
+48
| +35% | +$851 | ﹤0.01% | 1194 |
|
|
2018
Q4 | $2K | Hold |
136
| – | – | ﹤0.01% | 1226 |
|
|
2018
Q3 | $3K | Hold |
136
| – | – | ﹤0.01% | 1211 |
|
|
2018
Q2 | $3K | Hold |
136
| – | – | ﹤0.01% | 1221 |
|
|
2018
Q1 | $3K | Hold |
136
| – | – | ﹤0.01% | 1201 |
|
|
2017
Q4 | $3K | Hold |
136
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q3 | $2K | Hold |
136
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q2 | $2K | Hold |
136
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q1 | $2K | Hold |
136
| – | – | ﹤0.01% | 1185 |
|
|
2016
Q4 | $2K | Hold |
136
| – | – | ﹤0.01% | 1163 |
|
|
2016
Q3 | $2K | Hold |
136
| – | – | ﹤0.01% | 1168 |
|
|
2016
Q2 | $1K | Hold |
136
| – | – | ﹤0.01% | 1210 |
|
|
2016
Q1 | $1K | Hold |
136
| – | – | ﹤0.01% | 1181 |
|
|
2015
Q4 | $1K | Sell |
136
-48
| -26% | -$460 | ﹤0.01% | 1231 |
|
|
2015
Q3 | $2K | Buy |
184
+48
| +35% | +$493 | ﹤0.01% | 1112 |
|
|
2015
Q2 | $1K | Hold |
136
| – | – | ﹤0.01% | 1262 |
|
|
2015
Q1 | $2K | Hold |
136
| – | – | ﹤0.01% | 1194 |
|
|
2014
Q4 | $2K | Sell |
136
-432
| -76% | -$5.93K | ﹤0.01% | 1163 |
|
|
2014
Q3 | $7K | Buy |
568
+48
| +9% | +$640 | 0.01% | 724 |
|
|
2014
Q2 | $7K | Hold |
520
| – | – | ﹤0.01% | 789 |
|
|
2014
Q1 | $6K | Buy |
+520
| New | +$5.29K | ﹤0.01% | 816 |
|
Other funds holding PIPR
WHG
GKIM
N
