Gries Financial’s Prospect Capital PSEC Stock Holding History

Gries Financial’s Portfolio PSEC Stock Details PSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,308	Closed	-$105K	–	223
2023 Q3	$105K	Buy	+17,308	New	+$108K	0.03%	178

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gries Financial's PSEC Position: Q4 2023 in Review

Gries Financial sold out of Prospect Capital (PSEC) in Q4 2023, closing a stake of 17,308 shares — an estimated $105K sold.

Gries Financial first reported a position in PSEC in Q3 2023 and held it in 1 quarter. The position peaked at $105K in Q3 2023. 244 funds tracked by Wall St. Rank hold PSEC as of Q4 2023.

Gries Financial reported no remaining Prospect Capital position as of Q4 2023 after selling out during the quarter.
Gries Financial sold 17,308 Prospect Capital shares in Q4 2023, an estimated $105K.
Gries Financial first reported a position in Prospect Capital in Q3 2023 and held it in 1 quarter.
Gries Financial's Prospect Capital position peaked at $105K in Q3 2023.
244 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2023.

Based on Gries Financial's 13F filing for Q4 2023, filed 13 Feb 2024.