Gunderson Capital Management’s ProShares Short S&P500 SH Stock Holding History

Gunderson Capital Management’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-255,644	Closed	-$11.1M	–	51
2024 Q3	$11.1M	Buy	+255,644	New	+$11.6M	4.7%	7
2022 Q4	–	Sell	-118,542	Closed	-$8.19M	–	39
2022 Q3	$8.19M	Buy	+118,542	New	+$7.43M	11.55%	1
2021 Q1	$5.47M	Buy	+81,611	New	+$5.66M	4.02%	12
2020 Q4	–	Sell	-62,396	Closed	-$5.07M	–	57
2020 Q3	$5.07M	Buy	+62,396	New	+$5.18M	4.39%	8
2019 Q1	–	Sell	-40,285	Closed	-$5.05M	–	67
2018 Q4	$5.05M	Buy	+40,285	New	+$4.74M	21.98%	1

Other funds holding SH

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

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Gunderson Capital Management's SH Position: Q4 2024 in Review

Gunderson Capital Management sold out of ProShares Short S&P500 (SH) in Q4 2024, closing a stake of 255,644 shares — an estimated $11.1M sold.

Gunderson Capital Management first reported a position in SH in Q4 2018 and held it in 5 quarters. The position peaked at $11.1M in Q3 2024. 121 funds tracked by Wall St. Rank hold SH as of Q4 2024.

Gunderson Capital Management reported no remaining ProShares Short S&P500 position as of Q4 2024 after selling out during the quarter.
Gunderson Capital Management sold 255,644 ProShares Short S&P500 shares in Q4 2024, an estimated $11.1M.
Gunderson Capital Management first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 5 quarters.
Gunderson Capital Management's ProShares Short S&P500 position peaked at $11.1M in Q3 2024.
121 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2024.

Based on Gunderson Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.