OWP
GAP

Obermeyer Wealth Partners’s The Gap Inc GAP Stock Holding History

Obermeyer Wealth Partners’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-95,000
Closed -$1.34M – 240
2022
Q1 		$1.34M Buy
+95,000
New +$1.51M 0.08% 68
2015
Q2 		– Sell
-265,883
Closed -$11.5M – 135
2015
Q1 		$11.5M Buy
265,883
+5,408
+2% +$225K 0.94% 41
2014
Q4 		$11M Buy
+260,475
New +$10.2M 0.99% 42
2014
Q2 		– Sell
-254,384
Closed -$10.2M – 71
2014
Q1 		$10.2M Sell
254,384
-1,419
-0.6% -$57.4K 2.55% 25
2013
Q4 		$10M Buy
255,803
+11,570
+5% +$453K 2.55% 25
2013
Q3 		$9.84M Buy
+244,233
New +$10.5M 2.76% 23

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JP Morgan Chase
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Citadel Advisors
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return