Quarry LP’s Gabelli Utility Trust GUT Stock Holding History

Quarry LP’s Portfolio GUT Stock Details GUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,333	Closed	-$22.5K	–	1772
2024 Q3	$22.5K	Buy	+4,333	New	+$25K	0.01%	1070

Other funds holding GUT

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Quarry LP's GUT Position: Q4 2024 in Review

Quarry LP sold out of Gabelli Utility Trust (GUT) in Q4 2024, closing a stake of 4,333 shares — an estimated $22.5K sold.

Quarry LP first reported a position in GUT in Q3 2024 and held it in 1 quarter. The position peaked at $22.5K in Q3 2024. 84 funds tracked by Wall St. Rank hold GUT as of Q4 2024.

Quarry LP reported no remaining Gabelli Utility Trust position as of Q4 2024 after selling out during the quarter.
Quarry LP sold 4,333 Gabelli Utility Trust shares in Q4 2024, an estimated $22.5K.
Quarry LP first reported a position in Gabelli Utility Trust in Q3 2024 and held it in 1 quarter.
Quarry LP's Gabelli Utility Trust position peaked at $22.5K in Q3 2024.
84 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2024.

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