Gradient Investments
JOF icon

Gradient Investments’s Japan Smaller Capitalization Fund JOF Stock Holding History

Gradient Investments’s Portfolio JOF Stock Details JOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$2.84K – 1876
2023
Q3 		$2.84K Buy
+400
New +$2.92K ﹤0.01% 1082

Other funds holding JOF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Gradient Investments's JOF Position: Q4 2023 in Review

Gradient Investments sold out of Japan Smaller Capitalization Fund (JOF) in Q4 2023, closing a stake of 400 shares — an estimated $2.84K sold.

Gradient Investments first reported a position in JOF in Q3 2023 and held it in 1 quarter. The position peaked at $2.84K in Q3 2023. 50 funds tracked by Wall St. Rank hold JOF as of Q4 2023.

  • Gradient Investments reported no remaining Japan Smaller Capitalization Fund position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 400 Japan Smaller Capitalization Fund shares in Q4 2023, an estimated $2.84K.
  • Gradient Investments first reported a position in Japan Smaller Capitalization Fund in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's Japan Smaller Capitalization Fund position peaked at $2.84K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Japan Smaller Capitalization Fund as of Q4 2023.

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