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Burton Enright Welch’s Grove Collaborative GROV Stock Holding History

Burton Enright Welch’s Portfolio GROV Stock Details GROV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-96,435
Closed -$171K – 91
2023
Q4 		$171K Hold
96,435
– – 0.05% 81
2023
Q3 		$257K Hold
96,435
– – 0.08% 67
2023
Q2 		$171K Hold
96,435
– – 0.05% 71
2023
Q1 		$211K Buy
+96,435
New +$223K 0.08% 62

Other funds holding GROV

NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return