GF — NEW GERMANY FD INC COM

Ownership history in Shaker Financial Services, LLC  ·  57 quarters on record

AI Ownership Summary

Shaker Financial Services, LLC reported NEW GERMANY FD INC COM (GF) in 57 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.11% in 2023 Q4. The latest visible filing shows GF at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shaker Financial Services, LLC's position in NEW GERMANY FD INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GF was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GF stock page Shaker Financial Services, LLC fund profile Shaker Financial Services, LLC full holdings
How Shaker Financial Services, LLC held GF — position size vs. price
% of Fund (quarterly)    GF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 121,034 -12,366 -9.3% 0.44% $1.4M 2026-02-14 (Est.) $11.89
2025 Q3 ADDED 133,400 +10,778 +8.8% 0.53% $1.5M 2025-10-22 $10.99
2025 Q2 ADDED 122,622 +111,605 +1013.0% 0.53% $1.5M 2025-08-05 $11.44
2025 Q1 REDUCED 11,017 -167,152 -93.8% 0.04% $108K 2025-05-09 $10.83
2024 Q4 REDUCED 178,169 -92,011 -34.1% 0.54% $1.4M 2025-02-13 $8.58
2024 Q3 REDUCED 270,180 -10,503 -3.7% 0.91% $2.4M 2024-10-31 $8.30
2024 Q2 REDUCED 280,683 -41,063 -12.8% 0.92% $2.3M 2024-08-02 $8.02
2024 Q1 ADDED 321,746 +15,750 +5.1% 1.08% $2.8M 2024-05-13 $8.46
2023 Q4 ADDED 305,996 +72,507 +31.1% 1.11% $2.7M 2024-02-07 $8.12
2023 Q3 ADDED 233,489 +12,627 +5.7% 0.89% $1.9M 2023-11-02 $7.49
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GF

As of 2025 Q4 — sorted by position size

Bulldog Investors, LLP 3Y 7Y 1.27% Uncommon Cents Investing LLC 3Y 7Y 1.01% 1607 Capital Partners, LLC 3Y 7Y 0.98% QUANTIFY CHAOS ADVISORS, LLC 0.78% Saba Capital Management, L.P. 3Y 7Y 0.75% Hudson Portfolio Management LLC 3Y 0.32% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.22% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.17% LAZARD ASSET MANAGEMENT LLC 3Y 7Y 0.05% Allspring Global Investments Holdings, LLC 3Y 0.04%

FAQ About Shaker Financial Services, LLC and GF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shaker Financial Services, LLC reported owning GF?

Shaker Financial Services, LLC reported GF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported GF position in Shaker Financial Services, LLC's portfolio?

The largest reported portfolio weight for GF was 1.11% in 2023 Q4.

What is the latest reported GF position on this page?

The most recent filing on this page is 2025 Q4, when Shaker Financial Services, LLC reported 121,034 shares, equal to 0.44% of portfolio, with an estimated market value of $1.4M.

What does the chart on this GF ownership page compare?

The chart compares Shaker Financial Services, LLC's quarterly GF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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