Advisor Group’s Graham Corp GHM Stock Holding History

Advisor Group’s Portfolio GHM Stock Details GHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$24K	Buy	1,063 +988	+1,317%	+$21.3K	﹤0.01%	3862
2019 Q3	$1K	Hold	75	–	–	﹤0.01%	5113
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	4965
2019 Q1	$1K	Hold	75	–	–	﹤0.01%	5065
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	4813
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	4851
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	4672
2018 Q1	$2K	Hold	75	–	–	﹤0.01%	4684
2017 Q4	$2K	Hold	75	–	–	﹤0.01%	4678
2017 Q3	$2K	Hold	75	–	–	﹤0.01%	4543
2017 Q2	$1K	Hold	75	–	–	﹤0.01%	4625
2017 Q1	$2K	Hold	75	–	–	﹤0.01%	4380
2016 Q4	$2K	Buy	+75	New	+$1.53K	﹤0.01%	4215

Other funds holding GHM

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Advisor Group's GHM Position: Q4 2019 in Review

Advisor Group increased its Graham Corp (GHM) stake by 1,317% in Q4 2019, buying an estimated $21.3K and bringing the position to 1,063 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #3862.

Advisor Group first reported a position in GHM in Q4 2016 and has held it in 13 quarters since. 90 funds tracked by Wall St. Rank hold GHM as of Q4 2019.

Advisor Group held 1,063 shares of Graham Corp worth $24K as of Q4 2019.
Advisor Group bought 988 Graham Corp shares in Q4 2019, an estimated $21.3K.
Graham Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3862 holding.
Advisor Group first reported a position in Graham Corp in Q4 2016 and has held it in 13 quarters since.
90 funds tracked by Wall St. Rank held Graham Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.