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Avalon Trust’s Grand Canyon Education LOPE Stock Holding History

Avalon Trust’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17
Closed -$2.79K – 470
2024
Q4 		$2.79K Buy
+17
New +$2.6K ﹤0.01% 401

Other funds holding LOPE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avalon Trust's LOPE Position: Q1 2025 in Review

Avalon Trust sold out of Grand Canyon Education (LOPE) in Q1 2025, closing a stake of 17 shares — an estimated $2.79K sold.

Avalon Trust first reported a position in LOPE in Q4 2024 and held it in 1 quarter. The position peaked at $2.79K in Q4 2024. 455 funds tracked by Wall St. Rank hold LOPE as of Q1 2025.

  • Avalon Trust reported no remaining Grand Canyon Education position as of Q1 2025 after selling out during the quarter.
  • Avalon Trust sold 17 Grand Canyon Education shares in Q1 2025, an estimated $2.79K.
  • Avalon Trust first reported a position in Grand Canyon Education in Q4 2024 and held it in 1 quarter.
  • Avalon Trust's Grand Canyon Education position peaked at $2.79K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.