LH
GAIA icon

Lebenthal Holdings’s Gaia GAIA Stock Holding History

Lebenthal Holdings’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$2.72M Sell
351,597
-62,963
-15% -$450K 0.34% 83
2016
Q1 		$2.65M Buy
414,560
+55,497
+15% +$302K 0.47% 62
2015
Q4 		$2.24M Buy
359,063
+5,010
+1% +$33.1K 0.53% 63
2015
Q3 		$2.18M Buy
354,053
+25,250
+8% +$162K 0.5% 69
2015
Q2 		$2.15M Buy
328,803
+14,725
+5% +$98K 0.44% 93
2015
Q1 		$2.29M Buy
314,078
+32,100
+11% +$227K 0.54% 73
2014
Q4 		$2.01M Buy
+281,978
New +$2.05M 0.89% 31

Other funds holding GAIA

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return