GI
JEQ

Gradient Investments’s abrdn Japan Equity Fund JEQ Stock Holding History

Gradient Investments’s Portfolio JEQ Stock Details JEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$2.67K – 1875
2023
Q3 		$2.67K Buy
+500
New +$2.88K ﹤0.01% 1101

Other funds holding JEQ

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments's JEQ Position: Q4 2023 in Review

Gradient Investments sold out of abrdn Japan Equity Fund (JEQ) in Q4 2023, closing a stake of 500 shares — an estimated $2.67K sold.

Gradient Investments first reported a position in JEQ in Q3 2023 and held it in 1 quarter. The position peaked at $2.67K in Q3 2023. 31 funds tracked by Wall St. Rank hold JEQ as of Q4 2023.

  • Gradient Investments reported no remaining abrdn Japan Equity Fund position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 500 abrdn Japan Equity Fund shares in Q4 2023, an estimated $2.67K.
  • Gradient Investments first reported a position in abrdn Japan Equity Fund in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's abrdn Japan Equity Fund position peaked at $2.67K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held abrdn Japan Equity Fund as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.