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Apella Capital’s The Greenbrier Companies GBX Stock Holding History

Apella Capital’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,242
Closed -$277K – 298
2023
Q4 		$277K Buy
+6,242
New +$244K 0.02% 247

Other funds holding GBX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Apella Capital's GBX Position: Q1 2024 in Review

Apella Capital sold out of The Greenbrier Companies (GBX) in Q1 2024, closing a stake of 6,242 shares — an estimated $277K sold.

Apella Capital first reported a position in GBX in Q4 2023 and held it in 1 quarter. The position peaked at $277K in Q4 2023. 246 funds tracked by Wall St. Rank hold GBX as of Q1 2024.

  • Apella Capital reported no remaining The Greenbrier Companies position as of Q1 2024 after selling out during the quarter.
  • Apella Capital sold 6,242 The Greenbrier Companies shares in Q1 2024, an estimated $277K.
  • Apella Capital first reported a position in The Greenbrier Companies in Q4 2023 and held it in 1 quarter.
  • Apella Capital's The Greenbrier Companies position peaked at $277K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2024.

Based on Apella Capital's 13F filing for Q1 2024, filed 10 Apr 2024.