HGERS
GAM

Householder Group Estate & Retirement Specialist’s General American Investors Company GAM Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$372 – 1251
2024
Q1 		$372 Buy
8
+4
+100% +$177 ﹤0.01% 1179
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1208
2023
Q3 		$165 Buy
+4
New +$167 ﹤0.01% 1248
2023
Q1 		$0 Buy
+4
New +$152 ﹤0.01% 1257

Other funds holding GAM

Lazard Asset Management
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GAM Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of General American Investors Company (GAM) in Q2 2024, closing a stake of 8 shares — an estimated $372 sold.

Householder Group Estate & Retirement Specialist first reported a position in GAM in Q1 2023 and held it in 4 quarters. The position peaked at $372 in Q1 2024. 86 funds tracked by Wall St. Rank hold GAM as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining General American Investors Company position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 8 General American Investors Company shares in Q2 2024, an estimated $372.
  • Householder Group Estate & Retirement Specialist first reported a position in General American Investors Company in Q1 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's General American Investors Company position peaked at $372 in Q1 2024.
  • 86 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.