Gladstone Institutional Advisory’s Archer Daniels Midland ADM Stock Holding History

Gladstone Institutional Advisory’s Portfolio ADM Stock Details ADM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,013	Closed	-$227K	–	667
2023 Q3	$227K	Sell	3,013 -303	-9%	-$24.5K	0.01%	552
2023 Q2	$251K	Sell	3,316 -1,498	-31%	-$113K	0.02%	551
2023 Q1	$383K	Sell	4,814 -204	-4%	-$16.7K	0.02%	469
2022 Q4	$466K	Sell	5,018 -28	-0.6%	-$2.58K	0.03%	414
2022 Q3	$406K	Buy	5,046 +797	+19%	+$65.6K	0.03%	432
2022 Q2	$330K	Buy	4,249 +1,990	+88%	+$174K	0.03%	489
2022 Q1	$204K	Buy	+2,259	New	+$176K	0.01%	667

Other funds holding ADM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Gladstone Institutional Advisory's ADM Position: Q4 2023 in Review

Gladstone Institutional Advisory sold out of Archer Daniels Midland (ADM) in Q4 2023, closing a stake of 3,013 shares — an estimated $227K sold.

Gladstone Institutional Advisory first reported a position in ADM in Q1 2022 and held it in 7 quarters. The position peaked at $466K in Q4 2022. 1,111 funds tracked by Wall St. Rank hold ADM as of Q4 2023.

Gladstone Institutional Advisory reported no remaining Archer Daniels Midland position as of Q4 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,013 Archer Daniels Midland shares in Q4 2023, an estimated $227K.
Gladstone Institutional Advisory first reported a position in Archer Daniels Midland in Q1 2022 and held it in 7 quarters.
Gladstone Institutional Advisory's Archer Daniels Midland position peaked at $466K in Q4 2022.
1,111 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.