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Angeles Investment Advisors’s Grocery Outlet GO Stock Holding History

Angeles Investment Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,535
Closed -$378K – 208
2024
Q3 		$378K Buy
21,535
+3,355
+18% +$63.5K 0.02% 135
2024
Q2 		$402K Buy
+18,180
New +$431K 0.02% 126
2022
Q2 		– Sell
-14,785
Closed -$485K – 115
2022
Q1 		$485K Hold
14,785
– – 0.03% 46
2021
Q4 		$418K Buy
+14,785
New +$380K 0.02% 137

Other funds holding GO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Angeles Investment Advisors's GO Position: Q4 2024 in Review

Angeles Investment Advisors sold out of Grocery Outlet (GO) in Q4 2024, closing a stake of 21,535 shares — an estimated $378K sold.

Angeles Investment Advisors first reported a position in GO in Q4 2021 and held it in 4 quarters. The position peaked at $485K in Q1 2022. 235 funds tracked by Wall St. Rank hold GO as of Q4 2024.

  • Angeles Investment Advisors reported no remaining Grocery Outlet position as of Q4 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 21,535 Grocery Outlet shares in Q4 2024, an estimated $378K.
  • Angeles Investment Advisors first reported a position in Grocery Outlet in Q4 2021 and held it in 4 quarters.
  • Angeles Investment Advisors's Grocery Outlet position peaked at $485K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2024.

Based on Angeles Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.