GAM
XYZ

Gemmer Asset Management’s Block Inc XYZ Stock Holding History

Gemmer Asset Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-200
Closed -$27K – 1195
2022
Q1 		$27K Hold
200
– – ﹤0.01% 423
2021
Q4 		$32K Sell
200
-20
-9% -$4.33K ﹤0.01% 381
2021
Q3 		$53K Hold
220
– – 0.01% 231
2021
Q2 		$54K Hold
220
– – 0.01% 255
2021
Q1 		$50K Sell
220
-45
-17% -$10.5K 0.01% 245
2020
Q4 		$58K Buy
265
+65
+33% +$12.7K 0.01% 215
2020
Q3 		$33K Hold
200
– – 0.01% 284
2020
Q2 		$21K Hold
200
– – ﹤0.01% 367
2020
Q1 		$10K Sell
200
-50
-20% -$3.42K ﹤0.01% 534
2019
Q4 		$16K Hold
250
– – ﹤0.01% 487
2019
Q3 		$15K Buy
250
+200
+400% +$13.6K ﹤0.01% 511
2019
Q2 		$4K Hold
50
– – ﹤0.01% 1060
2019
Q1 		$4K Sell
50
-385
-89% -$27.9K ﹤0.01% 1115
2018
Q4 		$24K Buy
+435
New +$30.7K 0.01% 302

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return