GCIM
HDV

Gunn & Company Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Gunn & Company Investment Management’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,215
Closed -$374K – 92
2024
Q2 		$374K Buy
+17,215
New +$375K 0.02% 108
2024
Q1 		– Sell
-17,240
Closed -$352K – 89
2023
Q4 		$352K Buy
+17,240
New +$340K 0.02% 96

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Gunn & Company Investment Management's HDV Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2024, closing a stake of 17,215 shares — an estimated $374K sold.

Gunn & Company Investment Management first reported a position in HDV in Q4 2023 and held it in 2 quarters. The position peaked at $374K in Q2 2024. 734 funds tracked by Wall St. Rank hold HDV as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares Core High Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 17,215 iShares Core High Dividend ETF shares in Q3 2024, an estimated $374K.
  • Gunn & Company Investment Management first reported a position in iShares Core High Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's iShares Core High Dividend ETF position peaked at $374K in Q2 2024.
  • 734 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.