WT
GBL

Whittier Trust’s GAMCO Investors, Inc. GBL Stock Holding History

Whittier Trust’s Portfolio GBL Stock Details GBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-186
Closed -$3K – 1763
2022
Q3 		$3K Hold
186
– – ﹤0.01% 1546
2022
Q2 		$4K Hold
186
– – ﹤0.01% 1495
2022
Q1 		$4K Hold
186
– – ﹤0.01% 1500
2021
Q4 		$5K Hold
186
– – ﹤0.01% 1427
2021
Q3 		$5K Hold
186
– – ﹤0.01% 1344
2021
Q2 		$5K Hold
186
– – ﹤0.01% 1372
2021
Q1 		$3K Hold
186
– – ﹤0.01% 1422
2020
Q4 		$3K Hold
186
– – ﹤0.01% 1307
2020
Q3 		$2K Hold
186
– – ﹤0.01% 1357
2020
Q2 		$2K Hold
186
– – ﹤0.01% 1309
2020
Q1 		$2K Hold
186
– – ﹤0.01% 1365
2019
Q4 		$4K Hold
186
– – ﹤0.01% 1291
2019
Q3 		$4K Buy
+186
New +$3.57K ﹤0.01% 1307

Other funds holding GBL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Whittier Trust's GBL Position: Q4 2022 in Review

Whittier Trust sold out of GAMCO Investors, Inc. (GBL) in Q4 2022, closing a stake of 186 shares — an estimated $3K sold.

Whittier Trust first reported a position in GBL in Q3 2019 and held it in 13 quarters. The position peaked at $5K in Q4 2021. 5 funds tracked by Wall St. Rank hold GBL as of Q4 2022.

  • Whittier Trust reported no remaining GAMCO Investors, Inc. position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 186 GAMCO Investors, Inc. shares in Q4 2022, an estimated $3K.
  • Whittier Trust first reported a position in GAMCO Investors, Inc. in Q3 2019 and held it in 13 quarters.
  • Whittier Trust's GAMCO Investors, Inc. position peaked at $5K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.