Pathstone Family Office’s General American Investors Company GAM Stock Holding History

Pathstone Family Office’s Portfolio GAM Stock Details GAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$332K	Buy	+8,071	New	+$336K	﹤0.01%	1253
2021 Q1	–	Sell	-4	Closed	–	–	923
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1213
2020 Q3	$0	Hold	4	–	–	﹤0.01%	872
2020 Q2	$0	Hold	4	–	–	﹤0.01%	815
2020 Q1	$0	Buy	+4	New	+$139	﹤0.01%	780

Other funds holding GAM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Family Office's GAM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in General American Investors Company (GAM) in Q3 2023: 8,071 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #1253 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in GAM as recently as Q4 2020.

Pathstone Family Office first reported a position in GAM in Q1 2020 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold GAM as of Q3 2023.

Pathstone Family Office held 8,071 shares of General American Investors Company worth $332K as of Q3 2023.
General American Investors Company was a new Pathstone Family Office position in Q3 2023.
General American Investors Company made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1253 holding.
Pathstone Family Office first reported a position in General American Investors Company in Q1 2020 and has held it in 5 quarters since.
76 funds tracked by Wall St. Rank held General American Investors Company as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.