Great Diamond Partners’s Agree Realty ADC Stock Holding History

Great Diamond Partners’s Portfolio ADC Stock Details ADC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-325	Closed	-$22K	–	132
2019 Q4	$22K	Buy	+325	New	+$24K	0.01%	443

Other funds holding ADC

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Great Diamond Partners's ADC Position: Q1 2020 in Review

Great Diamond Partners sold out of Agree Realty (ADC) in Q1 2020, closing a stake of 325 shares — an estimated $22K sold.

Great Diamond Partners first reported a position in ADC in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 276 funds tracked by Wall St. Rank hold ADC as of Q1 2020.

Great Diamond Partners reported no remaining Agree Realty position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 325 Agree Realty shares in Q1 2020, an estimated $22K.
Great Diamond Partners first reported a position in Agree Realty in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Agree Realty position peaked at $22K in Q4 2019.
276 funds tracked by Wall St. Rank held Agree Realty as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.