GI
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Gradient Investments’s Great Elm Capital Corp GECC Stock Holding History

Gradient Investments’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-53
Closed -$411 – 1847
2023
Q2 		$411 Buy
+53
New +$425 ﹤0.01% 1562

Other funds holding GECC

NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments's GECC Position: Q3 2023 in Review

Gradient Investments sold out of Great Elm Capital Corp (GECC) in Q3 2023, closing a stake of 53 shares — an estimated $411 sold.

Gradient Investments first reported a position in GECC in Q2 2023 and held it in 1 quarter. The position peaked at $411 in Q2 2023. 14 funds tracked by Wall St. Rank hold GECC as of Q3 2023.

  • Gradient Investments reported no remaining Great Elm Capital Corp position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 53 Great Elm Capital Corp shares in Q3 2023, an estimated $411.
  • Gradient Investments first reported a position in Great Elm Capital Corp in Q2 2023 and held it in 1 quarter.
  • Gradient Investments's Great Elm Capital Corp position peaked at $411 in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.