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Brandywine Oak Private Wealth’s Greif GEF Stock Holding History

Brandywine Oak Private Wealth’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,044
Closed -$240K – 264
2022
Q3 		$240K Buy
+4,044
New +$270K 0.03% 242

Other funds holding GEF

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's GEF Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Greif (GEF) in Q4 2022, closing a stake of 4,044 shares — an estimated $240K sold.

Brandywine Oak Private Wealth first reported a position in GEF in Q3 2022 and held it in 1 quarter. The position peaked at $240K in Q3 2022. 246 funds tracked by Wall St. Rank hold GEF as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining Greif position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 4,044 Greif shares in Q4 2022, an estimated $240K.
  • Brandywine Oak Private Wealth first reported a position in Greif in Q3 2022 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Greif position peaked at $240K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held Greif as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.