Michael Gelband’s NatWest NWG Stock Holding History

Michael Gelband’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-48,601	Closed	-$297K	–	2006
2023 Q2	$297K	Buy	+48,601	New	+$319K	﹤0.01%	1543
2023 Q1	–	Sell	-57,426	Closed	-$371K	–	2022
2022 Q4	$371K	Buy	+57,426	New	+$336K	0.01%	1287
2022 Q3	–	Sell	-104,414	Closed	-$613K	–	2167
2022 Q2	$613K	Buy	+104,414	New	+$626K	0.01%	1280
2020 Q3	–	Sell	-9,286	Closed	-$30K	–	2089
2020 Q2	$30K	Sell	9,286 -19,943	-68%	-$62K	﹤0.01%	1699
2020 Q1	$86K	Buy	29,229 +6,285	+27%	+$33.1K	﹤0.01%	905
2019 Q4	$159K	Buy	+22,944	New	+$144K	﹤0.01%	1379
2019 Q3	–	Sell	-9,999	Closed	-$61K	–	1545
2019 Q2	$61K	Buy	+9,999	New	+$65.5K	﹤0.01%	1048

Other funds holding NWG

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Michael Gelband's NWG Position: Q3 2023 in Review

Michael Gelband sold out of NatWest (NWG) in Q3 2023, closing a stake of 48,601 shares — an estimated $297K sold.

Michael Gelband first reported a position in NWG in Q2 2019 and held it in 7 quarters. The position peaked at $613K in Q2 2022. 176 funds tracked by Wall St. Rank hold NWG as of Q3 2023.

Michael Gelband reported no remaining NatWest position as of Q3 2023 after selling out during the quarter.
Michael Gelband sold 48,601 NatWest shares in Q3 2023, an estimated $297K.
Michael Gelband first reported a position in NatWest in Q2 2019 and held it in 7 quarters.
Michael Gelband's NatWest position peaked at $613K in Q2 2022.
176 funds tracked by Wall St. Rank held NatWest as of Q3 2023.

Based on ExodusPoint Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.