UFF
GTY

USA Financial Formulas’s Getty Realty Corp GTY Stock Holding History

USA Financial Formulas’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-742
Closed -$20.6K – 426
2023
Q3 		$20.6K Hold
742
– – 0.03% 219
2023
Q2 		$25.1K Sell
742
-24
-3% -$816 0.04% 187
2023
Q1 		$27.6K Buy
+766
New +$26.8K 0.04% 135

Other funds holding GTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

USA Financial Formulas's GTY Position: Q4 2023 in Review

USA Financial Formulas sold out of Getty Realty Corp (GTY) in Q4 2023, closing a stake of 742 shares — an estimated $20.6K sold.

USA Financial Formulas first reported a position in GTY in Q1 2023 and held it in 3 quarters. The position peaked at $27.6K in Q1 2023. 231 funds tracked by Wall St. Rank hold GTY as of Q4 2023.

  • USA Financial Formulas reported no remaining Getty Realty Corp position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 742 Getty Realty Corp shares in Q4 2023, an estimated $20.6K.
  • USA Financial Formulas first reported a position in Getty Realty Corp in Q1 2023 and held it in 3 quarters.
  • USA Financial Formulas's Getty Realty Corp position peaked at $27.6K in Q1 2023.
  • 231 funds tracked by Wall St. Rank held Getty Realty Corp as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.