GI
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Gradient Investments’s PBF Energy PBF Stock Holding History

Gradient Investments’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18
Closed -$791 – 1650
2023
Q4 		$791 Buy
+18
New +$817 ﹤0.01% 1495
2017
Q1 		– Sell
-850
Closed -$24K – 816
2016
Q4 		$24K Hold
850
– – ﹤0.01% 339
2016
Q3 		$19K Buy
+850
New +$19.1K ﹤0.01% 361

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Gradient Investments's PBF Position: Q1 2024 in Review

Gradient Investments sold out of PBF Energy (PBF) in Q1 2024, closing a stake of 18 shares — an estimated $791 sold.

Gradient Investments first reported a position in PBF in Q3 2016 and held it in 3 quarters. The position peaked at $24K in Q4 2016. 390 funds tracked by Wall St. Rank hold PBF as of Q1 2024.

  • Gradient Investments reported no remaining PBF Energy position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 18 PBF Energy shares in Q1 2024, an estimated $791.
  • Gradient Investments first reported a position in PBF Energy in Q3 2016 and held it in 3 quarters.
  • Gradient Investments's PBF Energy position peaked at $24K in Q4 2016.
  • 390 funds tracked by Wall St. Rank held PBF Energy as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.