Gemmer Asset Management LLC Sells in Q4 2024

Gemmer Asset Management LLC

  • $982 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-6.02K
- 0.78%
$47.57 - $52.44 $287K - $316K
771K $36.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-24.7K
- 5.79%
$25.61 - $28.0 $633K - $692K
402K $10.4M
ADBE
Adobe Inc.

Technology
-22
- 0.16%
$437.39 - $552.96 $9.62K - $12.2K
13.9K $6.18M
DFIV
Dimensional ETF Tr

ETFs
-24.3K
- 68.6%
$34.86 - $37.97 $848K - $924K
11.1K $394K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.13K
- 4.73%
$74.5 - $78.37 $457K - $480K
123K $9.23M
ABM
Abm Industries Inc

Industrials
-447
- 0.09%
$50.32 - $58.61 $22.5K - $26.2K
471K $24.1M
SBUX
Starbucks Corp

Consumer Cyclical
-460
- 0.42%
$87.44 - $102.5 $40.2K - $47.2K
110K $10M
VO
Vanguard Mid Cap ETF

ETFs
-2.27K
- 4.7%
$261.5 - $284.63 $593K - $645K
46K $12.1M
ORCL
Oracle Corp

Technology
-2.11K
- 21.11%
$165.41 - $192.43 $349K - $406K
7.88K $1.31M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-3.08K
- 3.76%
$63.01 - $68.55 $194K - $211K
78.7K $4.98M
HD
Home Depot, Inc.

Consumer Cyclical
-392
- 10.03%
$385.02 - $431.37 $151K - $169K
3.52K $1.37M
VB
Vanguard Small Cap ETF

ETFs
-1.58K
- 2.16%
$233.76 - $261.58 $368K - $412K
71.2K $17.1M
AMD
Advanced Micro Devices Inc

Technology
-254
- 8.86%
$118.88 - $172.8 $30.2K - $43.9K
2.61K $315K
INTC
Intel Corp

Technology
-3.74K
- 24.59%
$19.07 - $26.23 $71.4K - $98.2K
11.5K $230K
AMGN
Amgen Inc

Healthcare
-79
- 5.55%
$258.78 - $328.31 $20.4K - $25.9K
1.34K $350K
MA
Mastercard Inc

Financial Services
-259
- 25.49%
$491.3 - $536.15 $127K - $139K
757 $398K
XOM
Exxon Mobil Corp

Energy
-309
- 13.64%
$105.51 - $125.37 $32.6K - $38.7K
1.96K $210K
CVX
Chevron Corp

Energy
-279
- 5.71%
$141.15 - $162.53 $39.4K - $45.3K
4.61K $667K
COST
Costco Wholesale Corp

Consumer Defensive
-85
- 9.11%
$873.59 - $994.69 $74.3K - $84.5K
848 $776K
DFAX
Dimensional ETF Tr
-338
- 2.69%
$24.76 - $27.04 $8.37K - $9.14K
12.2K $304K
UNP
Union Pacific Corp

Industrials
-10
- 1.02%
$223.15 - $249.32 $2.23K - $2.49K
973 $221K
SNPS
Synopsys Inc

Technology
-16
- 2.76%
$485.36 - $588.0 $7.77K - $9.41K
563 $273K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-133
- 2.58%
$41.17 - $43.34 $5.48K - $5.76K
5.03K $207K
GPRO
Go Pro, Inc.

Technology
-1.51K
- 11.49%
$1.09 - $1.65 $1.64K - $2.49K
11.6K $12K
IWM
Ishares Russell 2000 ETF

ETFs
-14
- 1.12%
$216.13 - $242.4 $3.03K - $3.39K
1.24K $273K
Ishares Bitcoin Trust ETF
-483
- 2.59%
N/A
18.2K $0
DFAS
Dimensional ETF Tr U S Small C

ETFs
-244
- 0.18%
$63.58 - $71.15 $15.5K - $17.4K
138K $8.96M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-47
- 0.62%
$311.11 - $335.64 $14.6K - $15.8K
7.53K $2.43M
DIS
Walt Disney CO

Communication Services
-33
- 0.89%
$92.39 - $117.6 $3.05K - $3.88K
3.68K $409K
WMT
Walmart Inc.

Consumer Defensive
-1
- 0.02%
$79.1 - $95.7 $79.1 - $95.7
6.21K $560K
V
Visa Inc.

Financial Services
-184
- 4.54%
$273.87 - $320.91 $50.4K - $59K
3.87K $1.22M
CGGR
Capital Group Growth ETF Shs C

ETFs
-89
- 0.19%
$34.49 - $39.24 $3.07K - $3.49K
47.5K $1.76M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-653
- 0.51%
$107.41 - $115.71 $70.1K - $75.6K
126K $13.9M
UPST
Upstart Holdings, Inc.

Financial Services
-446
- 2.42%
$37.78 - $84.46 $16.8K - $37.7K
18K $1.11M
AMZN
Amazon Com Inc

Consumer Cyclical
-605
- 3.73%
$180.88 - $232.93 $109K - $141K
15.6K $3.43M
AAPL
Apple Inc.

Technology
-820
- 1.57%
$221.69 - $259.02 $182K - $212K
51.3K $12.9M
VUG
Vanguard Growth ETF

ETFs
-342
- 0.96%
$378.79 - $428.11 $130K - $146K
35.2K $14.5M
NVDA
Nvidia Corp

Technology
-418
- 0.14%
$117.0 - $148.88 $48.9K - $62.2K
299K $40.1M
Activity Summary
Buys All Purchases 95 New Holdings 13 Increased Positions 82 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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