Relative Value Partners Group’s GDL Fund GDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-806,682
Closed -$6.35M 386
2024
Q1
$6.35M Sell
806,682
-36,572
-4% -$289K 0.39% 52
2023
Q4
$6.78M Sell
843,254
-20,213
-2% -$158K 0.41% 51
2023
Q3
$6.69M Sell
863,467
-60,132
-7% -$474K 0.45% 45
2023
Q2
$7.25M Sell
923,599
-37,825
-4% -$296K 0.47% 48
2023
Q1
$7.54M Sell
961,424
-95,623
-9% -$761K 0.51% 45
2022
Q4
$8.29M Sell
1,057,047
-22,951
-2% -$181K 0.58% 39
2022
Q3
$8.55M Sell
1,079,998
-17,705
-2% -$144K 0.7% 36
2022
Q2
$9.1M Sell
1,097,703
-20,670
-2% -$172K 0.68% 37
2022
Q1
$9.62M Sell
1,118,373
-9,642
-0.9% -$83.6K 0.67% 34
2021
Q4
$10.1M Buy
1,128,015
+31,543
+3% +$283K 0.71% 34
2021
Q3
$9.85M Buy
1,096,472
+22,838
+2% +$206K 0.74% 36
2021
Q2
$9.74M Buy
1,073,634
+4,684
+0.4% +$42K 0.76% 34
2021
Q1
$9.55M Buy
1,068,950
+9,876
+0.9% +$87.4K 0.82% 34
2020
Q4
$9.23M Buy
1,059,074
+60,347
+6% +$517K 0.87% 33
2020
Q3
$8.37M Buy
998,727
+63,317
+7% +$531K 0.87% 35
2020
Q2
$7.7M Sell
935,410
-291,043
-24% -$2.37M 0.81% 38
2020
Q1
$9.62M Sell
1,226,453
-75,026
-6% -$661K 1.13% 29
2019
Q4
$12.1M Buy
1,301,479
+37,247
+3% +$343K 1.16% 31
2019
Q3
$11.6M Buy
1,264,232
+14,626
+1% +$136K 1.17% 32
2019
Q2
$11.6M Buy
1,249,606
+52,031
+4% +$486K 1.21% 31
2019
Q1
$11.4M Buy
1,197,575
+88,002
+8% +$827K 1.22% 33
2018
Q4
$10.2M Buy
1,109,573
+48,130
+5% +$432K 1.18% 32
2018
Q3
$8.93M Sell
1,061,443
-3,631
-0.3% -$33.4K 0.99% 37
2018
Q2
$9.78M Sell
1,065,074
-2,000,118
-65% -$18.6M 1.08% 36
2018
Q1
$28.6M Buy
3,065,192
+56,936
+2% +$549K 3.16% 6
2017
Q4
$29.3M Buy
3,008,256
+130,599
+5% +$1.31M 3.25% 8
2017
Q3
$29.4M Buy
2,877,657
+413,707
+17% +$4.23M 3.4% 7
2017
Q2
$25.3M Buy
2,463,950
+2,436,465
+8,865% +$24.5M 2.97% 13
2017
Q1
$271K Hold
27,485
0.03% 114
2016
Q4
$270K Hold
27,485
0.03% 117
2016
Q3
$273K Hold
27,485
0.04% 115
2016
Q2
$273K Hold
27,485
0.04% 110
2016
Q1
$275K Buy
27,485
+2,720
+11% +$26.9K 0.03% 114
2015
Q4
$248K Hold
24,765
0.03% 114
2015
Q3
$243K Hold
24,765
0.03% 106
2015
Q2
$252K Buy
+24,765
New +$257K 0.03% 99

Other funds holding GDL

Relative Value Partners Group's GDL Position: Q2 2024 in Review

Relative Value Partners Group sold out of GDL Fund (GDL) in Q2 2024, closing a stake of 806,682 shares — an estimated $6.35M sold.

Relative Value Partners Group first reported a position in GDL in Q2 2015 and held it in 36 quarters. The position peaked at $29.4M in Q3 2017. 29 funds tracked by Wall St. Rank hold GDL as of Q2 2024.

  • Relative Value Partners Group reported no remaining GDL Fund position as of Q2 2024 after selling out during the quarter.
  • Relative Value Partners Group sold 806,682 GDL Fund shares in Q2 2024, an estimated $6.35M.
  • Relative Value Partners Group first reported a position in GDL Fund in Q2 2015 and held it in 36 quarters.
  • Relative Value Partners Group's GDL Fund position peaked at $29.4M in Q3 2017.
  • 29 funds tracked by Wall St. Rank held GDL Fund as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.