Institutional & Family Asset Management’s Chart Industries GTLS Stock Holding History

Institutional & Family Asset Management’s Portfolio GTLS Stock Details GTLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6	Closed	-$818	–	751
2023 Q4	$818	Hold	6	–	–	﹤0.01%	634
2023 Q3	$1.01K	Hold	6	–	–	﹤0.01%	614
2023 Q2	$959	Sell	6 -4	-40%	-$511	﹤0.01%	630
2023 Q1	$1.25K	Hold	10	–	–	﹤0.01%	603
2022 Q4	$1.15K	Hold	10	–	–	﹤0.01%	598
2022 Q3	$2K	Sell	10 -3	-23%	-$556	﹤0.01%	586
2022 Q2	$2K	Sell	13 -5	-28%	-$854	﹤0.01%	602
2022 Q1	$3K	Buy	18 +1	+6%	+$140	﹤0.01%	612
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	623
2021 Q3	$3K	Sell	17 -12	-41%	-$2.07K	﹤0.01%	737
2021 Q2	$4K	Buy	29 +2	+7%	+$293	﹤0.01%	745
2021 Q1	$4K	Sell	27 -16	-37%	-$2.26K	﹤0.01%	718
2020 Q4	$5K	Sell	43 -2	-4%	-$193	﹤0.01%	640
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	645
2020 Q2	$2K	Sell	45 -14	-24%	-$513	﹤0.01%	691
2020 Q1	$2K	Buy	59 +6	+11%	+$326	﹤0.01%	646
2019 Q4	$4K	Hold	53	–	–	﹤0.01%	621
2019 Q3	$3K	Hold	53	–	–	﹤0.01%	629
2019 Q2	$4K	Hold	53	–	–	﹤0.01%	622
2019 Q1	$5K	Hold	53	–	–	﹤0.01%	598
2018 Q4	$3K	Hold	53	–	–	﹤0.01%	643
2018 Q3	$4K	Hold	53	–	–	﹤0.01%	640
2018 Q2	$3K	Hold	53	–	–	﹤0.01%	668
2018 Q1	$3K	Buy	+53	New	+$2.85K	﹤0.01%	663

Other funds holding GTLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's GTLS Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Chart Industries (GTLS) in Q1 2024, closing a stake of 6 shares — an estimated $818 sold.

Institutional & Family Asset Management first reported a position in GTLS in Q1 2018 and held it in 24 quarters. The position peaked at $5K in Q4 2020. 450 funds tracked by Wall St. Rank hold GTLS as of Q1 2024.

Institutional & Family Asset Management reported no remaining Chart Industries position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 6 Chart Industries shares in Q1 2024, an estimated $818.
Institutional & Family Asset Management first reported a position in Chart Industries in Q1 2018 and held it in 24 quarters.
Institutional & Family Asset Management's Chart Industries position peaked at $5K in Q4 2020.
450 funds tracked by Wall St. Rank held Chart Industries as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.