GI
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Gradient Investments’s ASE Group ASX Stock Holding History

Gradient Investments’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-170
Closed -$1.6K – 1276
2023
Q4 		$1.6K Hold
170
– – ﹤0.01% 1294
2023
Q3 		$1.28K Hold
170
– – ﹤0.01% 1300
2023
Q2 		$1.32K Buy
+170
New +$1.31K ﹤0.01% 1277
2020
Q1 		– Sell
-328
Closed -$2K – 1092
2019
Q4 		$2K Hold
328
– – ﹤0.01% 921
2019
Q3 		$1K Hold
328
– – ﹤0.01% 969
2019
Q2 		$1K Sell
328
-125
-28% -$522 ﹤0.01% 923
2019
Q1 		$2K Sell
453
-48
-10% -$188 ﹤0.01% 734
2018
Q4 		$2K Sell
501
-502,482
-100% -$1.99M ﹤0.01% 807
2018
Q3 		$2.43M Buy
502,983
+47,836
+11% +$226K 0.12% 105
2018
Q2 		$2.09M Buy
455,147
+139,092
+44% +$765K 0.11% 119
2018
Q1 		$2.29M Buy
316,055
+60,753
+24% +$426K 0.12% 99
2017
Q4 		$1.65M Buy
255,302
+55,835
+28% +$354K 0.1% 114
2017
Q3 		$1.23M Buy
+199,467
New +$1.25M 0.08% 111

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return