LPP
GECC icon

Life Planning Partners’s Great Elm Capital Corp GECC Stock Holding History

Life Planning Partners’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$32 – 126
2023
Q4 		$32 Buy
+3
New +$30 ﹤0.01% 262
2022
Q3 		$28 Hold
3
– – ﹤0.01% 186
2022
Q2 		$0 Hold
3
– – ﹤0.01% 183
2022
Q1 		$0 Hold
3
– – ﹤0.01% 179
2021
Q4 		$0 Buy
+3
New +$61 ﹤0.01% 167

Other funds holding GECC

NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Life Planning Partners's GECC Position: Q1 2024 in Review

Life Planning Partners sold out of Great Elm Capital Corp (GECC) in Q1 2024, closing a stake of 3 shares — an estimated $32 sold.

Life Planning Partners first reported a position in GECC in Q4 2021 and held it in 5 quarters. The position peaked at $32 in Q4 2023. 16 funds tracked by Wall St. Rank hold GECC as of Q1 2024.

  • Life Planning Partners reported no remaining Great Elm Capital Corp position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 3 Great Elm Capital Corp shares in Q1 2024, an estimated $32.
  • Life Planning Partners first reported a position in Great Elm Capital Corp in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Great Elm Capital Corp position peaked at $32 in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.