GIA
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Gladstone Institutional Advisory’s Equinor EQNR Stock Holding History

Gladstone Institutional Advisory’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,902
Closed -$282K – 652
2023
Q1 		$282K Sell
9,902
-4,382
-31% -$132K 0.02% 539
2022
Q4 		$512K Sell
14,284
-697
-5% -$25K 0.04% 388
2022
Q3 		$496K Buy
14,981
+3,720
+33% +$134K 0.04% 395
2022
Q2 		$391K Buy
11,261
+1,346
+14% +$48.1K 0.03% 462
2022
Q1 		$372K Buy
+9,915
New +$308K 0.03% 499

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return