Pinnacle Associates’s Gabelli Equity Trust GAB Stock Holding History

Pinnacle Associates’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-28,642	Closed	-$146K	–	854
2024 Q3	$146K	Buy	+28,642	New	+$155K	﹤0.01%	779
2024 Q1	–	Sell	-28,642	Closed	-$146K	–	842
2023 Q4	$146K	Hold	28,642	–	–	﹤0.01%	791
2023 Q3	$147K	Hold	28,642	–	–	﹤0.01%	772
2023 Q2	$166K	Hold	28,642	–	–	﹤0.01%	771
2023 Q1	$164K	Hold	28,642	–	–	﹤0.01%	735
2022 Q4	$157K	Sell	28,642 -2,972	-9%	-$16.5K	﹤0.01%	720
2022 Q3	$174K	Hold	31,614	–	–	﹤0.01%	701
2022 Q2	$193K	Hold	31,614	–	–	﹤0.01%	709
2022 Q1	$219K	Buy	31,614 +2,972	+10%	+$20.7K	﹤0.01%	739
2021 Q4	$206K	Hold	28,642	–	–	﹤0.01%	756
2021 Q3	$190K	Hold	28,642	–	–	﹤0.01%	739
2021 Q2	$198K	Sell	28,642 -659	-2%	-$4.62K	﹤0.01%	737
2021 Q1	$195K	Hold	29,301	–	–	﹤0.01%	710
2020 Q4	$180K	Hold	29,301	–	–	﹤0.01%	683
2020 Q3	$146K	Hold	29,301	–	–	﹤0.01%	654
2020 Q2	$144K	Buy	+29,301	New	+$134K	﹤0.01%	647

Other funds holding GAB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

Pinnacle Associates's GAB Position: Q4 2024 in Review

Pinnacle Associates sold out of Gabelli Equity Trust (GAB) in Q4 2024, closing a stake of 28,642 shares — an estimated $146K sold.

Pinnacle Associates first reported a position in GAB in Q2 2020 and held it in 16 quarters. The position peaked at $219K in Q1 2022. 199 funds tracked by Wall St. Rank hold GAB as of Q4 2024.

Pinnacle Associates reported no remaining Gabelli Equity Trust position as of Q4 2024 after selling out during the quarter.
Pinnacle Associates sold 28,642 Gabelli Equity Trust shares in Q4 2024, an estimated $146K.
Pinnacle Associates first reported a position in Gabelli Equity Trust in Q2 2020 and held it in 16 quarters.
Pinnacle Associates's Gabelli Equity Trust position peaked at $219K in Q1 2022.
199 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.