GIA
NINE

Gladstone Institutional Advisory’s Nine Energy Service NINE Stock Holding History

Gladstone Institutional Advisory’s Portfolio NINE Stock Details NINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-43,000
Closed -$177K – 686
2023
Q3 		$177K Buy
43,000
+9,500
+28% +$42.8K 0.01% 584
2023
Q2 		$128K Buy
+33,500
New +$129K 0.01% 606

Other funds holding NINE

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

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

Gladstone Institutional Advisory sold out of Nine Energy Service (NINE) in Q4 2023, closing a stake of 43,000 shares — an estimated $177K sold.

Gladstone Institutional Advisory first reported a position in NINE in Q2 2023 and held it in 2 quarters. The position peaked at $177K in Q3 2023. 60 funds tracked by Wall St. Rank hold NINE as of Q4 2023.

  • Gladstone Institutional Advisory reported no remaining Nine Energy Service position as of Q4 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 43,000 Nine Energy Service shares in Q4 2023, an estimated $177K.
  • Gladstone Institutional Advisory first reported a position in Nine Energy Service in Q2 2023 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Nine Energy Service position peaked at $177K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Nine Energy Service as of Q4 2023.

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