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Bruce G. Allen Investments’s Grocery Outlet GO Stock Holding History

Bruce G. Allen Investments’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
2025
Q1 		– Sell
-22
Closed -$343 – 1108
2024
Q4 		$343 Sell
22
-20
-48% -$348 ﹤0.01% 1014
2024
Q3 		$737 Sell
42
-4
-9% -$76 ﹤0.01% 883
2024
Q2 		$1.02K Buy
+46
New +$1.09K ﹤0.01% 773

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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bruce G. Allen Investments's GO Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of Grocery Outlet (GO) in Q1 2025, closing a stake of 22 shares — an estimated $343 sold.

Bruce G. Allen Investments first reported a position in GO in Q2 2024 and held it in 3 quarters. The position peaked at $1.02K in Q2 2024. 228 funds tracked by Wall St. Rank hold GO as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining Grocery Outlet position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 22 Grocery Outlet shares in Q1 2025, an estimated $343.
  • Bruce G. Allen Investments first reported a position in Grocery Outlet in Q2 2024 and held it in 3 quarters.
  • Bruce G. Allen Investments's Grocery Outlet position peaked at $1.02K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.