Alan B. Lancz & Associates’s Grifois GRFS Stock Holding History

Alan B. Lancz & Associates’s Portfolio GRFS Stock Details GRFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,850	Closed	-$127K	–	138
2023 Q3	$127K	Sell	13,850 -800	-5%	-$7.82K	0.14%	123
2023 Q2	$134K	Buy	+14,650	New	+$121K	0.14%	127
2023 Q1	–	Sell	-14,650	Closed	-$136K	–	180
2022 Q4	$136K	Buy	+14,650	New	+$107K	0.14%	178
2022 Q3	–	Sell	-14,800	Closed	-$131K	–	171
2022 Q2	$131K	Buy	+14,800	New	+$177K	0.13%	175

Other funds holding GRFS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alan B. Lancz & Associates's GRFS Position: Q4 2023 in Review

Alan B. Lancz & Associates sold out of Grifois (GRFS) in Q4 2023, closing a stake of 13,850 shares — an estimated $127K sold.

Alan B. Lancz & Associates first reported a position in GRFS in Q2 2022 and held it in 4 quarters. The position peaked at $136K in Q4 2022. 142 funds tracked by Wall St. Rank hold GRFS as of Q4 2023.

Alan B. Lancz & Associates reported no remaining Grifois position as of Q4 2023 after selling out during the quarter.
Alan B. Lancz & Associates sold 13,850 Grifois shares in Q4 2023, an estimated $127K.
Alan B. Lancz & Associates first reported a position in Grifois in Q2 2022 and held it in 4 quarters.
Alan B. Lancz & Associates's Grifois position peaked at $136K in Q4 2022.
142 funds tracked by Wall St. Rank held Grifois as of Q4 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q4 2023, filed 6 Feb 2024.