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Benjamin F. Edwards & Company’s Grocery Outlet GO Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q3 		– Sell
-32
Closed -$1K – 1769
2023
Q2 		$1K Hold
32
– – ﹤0.01% 1712
2023
Q1 		$1K Hold
32
– – ﹤0.01% 1724
2022
Q4 		$1K Hold
32
– – ﹤0.01% 1783
2022
Q3 		$1K Hold
32
– – ﹤0.01% 1759
2022
Q2 		$1K Hold
32
– – ﹤0.01% 1745
2022
Q1 		$1K Buy
+32
New +$892 ﹤0.01% 1706
2020
Q4 		– Sell
-27
Closed -$1K – 1655
2020
Q3 		$1K Buy
+27
New +$1.11K ﹤0.01% 1625

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Benjamin F. Edwards & Company's GO Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of Grocery Outlet (GO) in Q3 2023, closing a stake of 32 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in GO in Q3 2020 and held it in 7 quarters. The position peaked at $1K in Q2 2023. 244 funds tracked by Wall St. Rank hold GO as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining Grocery Outlet position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 32 Grocery Outlet shares in Q3 2023, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in Grocery Outlet in Q3 2020 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's Grocery Outlet position peaked at $1K in Q2 2023.
  • 244 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.