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Beverly Hills Private Wealth’s Gerdau GGB Stock Holding History

Beverly Hills Private Wealth’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40,380
Closed -$166K – 323
2023
Q1 		$166K Buy
40,380
+16,596
+70% +$74.3K 0.05% 269
2022
Q4 		$105K Buy
+23,784
New +$102K 0.05% 227

Other funds holding GGB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beverly Hills Private Wealth's GGB Position: Q2 2023 in Review

Beverly Hills Private Wealth sold out of Gerdau (GGB) in Q2 2023, closing a stake of 40,380 shares — an estimated $166K sold.

Beverly Hills Private Wealth first reported a position in GGB in Q4 2022 and held it in 2 quarters. The position peaked at $166K in Q1 2023. 202 funds tracked by Wall St. Rank hold GGB as of Q2 2023.

  • Beverly Hills Private Wealth reported no remaining Gerdau position as of Q2 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 40,380 Gerdau shares in Q2 2023, an estimated $166K.
  • Beverly Hills Private Wealth first reported a position in Gerdau in Q4 2022 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Gerdau position peaked at $166K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Gerdau as of Q2 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.