GI
TRC icon

Gradient Investments’s Tejon Ranch TRC Stock Holding History

Gradient Investments’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$3.77K – 1637
2022
Q4 		$3.77K Hold
200
– – ﹤0.01% 981
2022
Q3 		$3K Hold
200
– – ﹤0.01% 1096
2022
Q2 		$3K Hold
200
– – ﹤0.01% 1009
2022
Q1 		$4K Hold
200
– – ﹤0.01% 944
2021
Q4 		$4K Hold
200
– – ﹤0.01% 982
2021
Q3 		$4K Hold
200
– – ﹤0.01% 924
2021
Q2 		$3K Hold
200
– – ﹤0.01% 970
2021
Q1 		$3K Buy
+200
New +$3.3K ﹤0.01% 975

Other funds holding TRC

TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return