United Capital Financial Advisors’s General American Investors Company GAM Stock Holding History

United Capital Financial Advisors’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
2026 Q1	$552K	Hold	8,345	–	–	﹤0.01%	1015
2025 Q4	$490K	Buy	+8,345	New	+$507K	﹤0.01%	960
2023 Q1	–	Sell	-5,860	Closed	-$212K	–	1004
2022 Q4	$212K	Buy	+5,860	New	+$212K	﹤0.01%	968
2022 Q3	–	Sell	-5,907	Closed	-$209K	–	1107
2022 Q2	$209K	Hold	5,907	–	–	﹤0.01%	1050
2022 Q1	$251K	Hold	5,907	–	–	﹤0.01%	1048
2021 Q4	$261K	Hold	5,907	–	–	﹤0.01%	1076
2021 Q3	$254K	Hold	5,907	–	–	﹤0.01%	1066
2021 Q2	$256K	Hold	5,907	–	–	﹤0.01%	1067
2021 Q1	$235K	Hold	5,907	–	–	﹤0.01%	1066
2020 Q4	$220K	Hold	5,907	–	–	﹤0.01%	1100
2020 Q3	$201K	Buy	+5,907	New	+$200K	﹤0.01%	1074

Other funds holding GAM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Allspring Global Investments

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

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

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return