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

McDonald 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
2022
Q1 		– Sell
-114
Closed -$4.5K – 467
2021
Q4 		$4.5K Buy
+114
New +$4.41K ﹤0.01% 261

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

McDonald Partners's GUNR Position: Q1 2022 in Review

McDonald Partners sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q1 2022, closing a stake of 114 shares — an estimated $4.5K sold.

McDonald Partners first reported a position in GUNR in Q4 2021 and held it in 1 quarter. The position peaked at $4.5K in Q4 2021. 267 funds tracked by Wall St. Rank hold GUNR as of Q1 2022.

  • McDonald Partners reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 114 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q1 2022, an estimated $4.5K.
  • McDonald Partners first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $4.5K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.