Azimuth Capital Management’s Graco GGG Stock Holding History

Azimuth Capital Management’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$8.83M	Sell	126,640 -91,848	-42%	-$6.62M	0.38%	95
2021 Q4	$17.6M	Sell	218,488 -65,754	-23%	-$4.99M	0.71%	44
2021 Q3	$19.9M	Sell	284,242 -1,298	-0.5%	-$99.6K	0.85%	29
2021 Q2	$21.6M	Buy	285,540 +1,870	+0.7%	+$140K	0.93%	22
2021 Q1	$20.3M	Buy	283,670 +109,257	+63%	+$7.75M	0.96%	19
2020 Q4	$12.6M	Buy	174,413 +83,885	+93%	+$5.61M	0.63%	54
2020 Q3	$5.55M	Buy	+90,528	New	+$5.06M	0.33%	105

Other funds holding GGG

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Azimuth Capital Management's GGG Position: Q1 2022 in Review

Azimuth Capital Management reduced its Graco (GGG) stake by 42% in Q1 2022, selling an estimated $6.62M and leaving 126,640 shares worth $8.83M. The position accounts for 0.38% of the portfolio, ranked #95.

Azimuth Capital Management first reported a position in GGG in Q3 2020 and has held it in 7 quarters since. The position peaked at $21.6M in Q2 2021. 553 funds tracked by Wall St. Rank hold GGG as of Q1 2022.

Azimuth Capital Management held 126,640 shares of Graco worth $8.83M as of Q1 2022.
Azimuth Capital Management sold 91,848 Graco shares in Q1 2022, an estimated $6.62M.
Graco made up 0.38% of Azimuth Capital Management's portfolio in Q1 2022, its #95 holding.
Azimuth Capital Management first reported a position in Graco in Q3 2020 and has held it in 7 quarters since.
Azimuth Capital Management's Graco position peaked at $21.6M in Q2 2021.
553 funds tracked by Wall St. Rank held Graco as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.