GIA
SACH

Gladstone Institutional Advisory’s Sachem Capital Corp SACH Stock Holding History

Gladstone Institutional Advisory’s Portfolio SACH Stock Details SACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,450
Closed -$61K – 749
2021
Q4 		$61K Buy
10,450
+212
+2% +$1.22K ﹤0.01% 587
2021
Q3 		$56K Buy
10,238
+238
+2% +$1.21K 0.01% 535
2021
Q2 		$54K Buy
+10,000
New +$52.1K 0.01% 509

Other funds holding SACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Gladstone Institutional Advisory's SACH Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of Sachem Capital Corp (SACH) in Q1 2022, closing a stake of 10,450 shares — an estimated $61K sold.

Gladstone Institutional Advisory first reported a position in SACH in Q2 2021 and held it in 3 quarters. The position peaked at $61K in Q4 2021. 59 funds tracked by Wall St. Rank hold SACH as of Q1 2022.

  • Gladstone Institutional Advisory reported no remaining Sachem Capital Corp position as of Q1 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,450 Sachem Capital Corp shares in Q1 2022, an estimated $61K.
  • Gladstone Institutional Advisory first reported a position in Sachem Capital Corp in Q2 2021 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Sachem Capital Corp position peaked at $61K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.