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Horizon Financial Services’s Gladstone Capital GLAD Stock Holding History

Horizon Financial Services’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-500
Closed -$11K – 138
2021
Q3 		$11K Buy
+500
New +$11.5K 0.01% 105

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Horizon Financial Services's GLAD Position: Q4 2021 in Review

Horizon Financial Services sold out of Gladstone Capital (GLAD) in Q4 2021, closing a stake of 500 shares — an estimated $11K sold.

Horizon Financial Services first reported a position in GLAD in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 68 funds tracked by Wall St. Rank hold GLAD as of Q4 2021.

  • Horizon Financial Services reported no remaining Gladstone Capital position as of Q4 2021 after selling out during the quarter.
  • Horizon Financial Services sold 500 Gladstone Capital shares in Q4 2021, an estimated $11K.
  • Horizon Financial Services first reported a position in Gladstone Capital in Q3 2021 and held it in 1 quarter.
  • Horizon Financial Services's Gladstone Capital position peaked at $11K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2021.

Based on Horizon Financial Services's 13F filing for Q4 2021, filed 31 Jan 2022.