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Gradient Investments’s Mesabi Trust MSB Stock Holding History

Gradient Investments’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-80
Closed -$1.6K – 1887
2023
Q3 		$1.6K Buy
+80
New +$1.54K ﹤0.01% 1232
2015
Q3 		– Sell
-1,500
Closed -$20K – 651
2015
Q2 		$20K Buy
+1,500
New +$21.5K ﹤0.01% 309

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Gradient Investments's MSB Position: Q4 2023 in Review

Gradient Investments sold out of Mesabi Trust (MSB) in Q4 2023, closing a stake of 80 shares — an estimated $1.6K sold.

Gradient Investments first reported a position in MSB in Q2 2015 and held it in 2 quarters. The position peaked at $20K in Q2 2015. 51 funds tracked by Wall St. Rank hold MSB as of Q4 2023.

  • Gradient Investments reported no remaining Mesabi Trust position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 80 Mesabi Trust shares in Q4 2023, an estimated $1.6K.
  • Gradient Investments first reported a position in Mesabi Trust in Q2 2015 and held it in 2 quarters.
  • Gradient Investments's Mesabi Trust position peaked at $20K in Q2 2015.
  • 51 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2023.

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