Level Four Advisory Services’s Chart Industries GTLS Stock Holding History

Level Four Advisory Services’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
2023 Q4	–	Sell	-5,263	Closed	-$890K	–	813
2023 Q3	$890K	Buy	+5,263	New	+$885K	0.06%	303
2023 Q2	–	Sell	-2,933	Closed	-$368K	–	821
2023 Q1	$368K	Buy	+2,933	New	+$377K	0.02%	536
2022 Q4	–	Sell	-4,881	Closed	-$900K	–	696
2022 Q3	$900K	Buy	4,881 +312	+7%	+$57.8K	0.09%	222
2022 Q2	$765K	Sell	4,569 -1,180	-21%	-$202K	0.07%	266
2022 Q1	$988K	Buy	5,749 +235	+4%	+$33K	0.08%	244
2021 Q4	$879K	Buy	5,514 +1,855	+51%	+$328K	0.07%	278
2021 Q3	$699K	Sell	3,659 -11	-0.3%	-$1.9K	0.07%	235
2021 Q2	$537K	Buy	3,670 +1,788	+95%	+$262K	0.04%	383
2021 Q1	$268K	Buy	+1,882	New	+$266K	0.02%	529

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Level Four Advisory Services's GTLS Position: Q4 2023 in Review

Level Four Advisory Services sold out of Chart Industries (GTLS) in Q4 2023, closing a stake of 5,263 shares — an estimated $890K sold.

Level Four Advisory Services first reported a position in GTLS in Q1 2021 and held it in 9 quarters. The position peaked at $988K in Q1 2022. 433 funds tracked by Wall St. Rank hold GTLS as of Q4 2023.

Level Four Advisory Services reported no remaining Chart Industries position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 5,263 Chart Industries shares in Q4 2023, an estimated $890K.
Level Four Advisory Services first reported a position in Chart Industries in Q1 2021 and held it in 9 quarters.
Level Four Advisory Services's Chart Industries position peaked at $988K in Q1 2022.
433 funds tracked by Wall St. Rank held Chart Industries as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.