Hudson Value Partners’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Hudson Value Partners’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,159	Closed	-$662K	–	99
2023 Q4	$662K	Buy	16,159 +1,613	+11%	+$64.2K	0.31%	67
2023 Q3	$588K	Buy	14,546 +1,390	+11%	+$57K	0.31%	73
2023 Q2	$526K	Buy	13,156 +6,877	+110%	+$284K	0.27%	73
2023 Q1	$266K	Buy	6,279 +55	+0.9%	+$2.4K	0.15%	96
2022 Q4	$271K	Buy	6,224 +389	+7%	+$16.5K	0.17%	95
2022 Q3	$219K	Sell	5,835 -49	-0.8%	-$1.97K	0.15%	99
2022 Q2	$233K	Buy	+5,884	New	+$266K	0.15%	97

Other funds holding GUNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Hudson Value Partners's GUNR Position: Q1 2024 in Review

Hudson Value Partners sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2024, closing a stake of 16,159 shares — an estimated $662K sold.

Hudson Value Partners first reported a position in GUNR in Q2 2022 and held it in 7 quarters. The position peaked at $662K in Q4 2023. 281 funds tracked by Wall St. Rank hold GUNR as of Q1 2024.

Hudson Value Partners reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
Hudson Value Partners sold 16,159 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2024, an estimated $662K.
Hudson Value Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2022 and held it in 7 quarters.
Hudson Value Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $662K in Q4 2023.
281 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2024.

Based on Hudson Value Partners's 13F filing for Q1 2024, filed 8 May 2024.