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Cadence Wealth Management’s Greif GEF Stock Holding History

Cadence Wealth Management’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
2024
Q4 		– Sell
-4,508
Closed -$282K – 48
2024
Q3 		$282K Buy
4,508
+48
+1% +$2.94K 0.23% 34
2024
Q2 		$256K Buy
4,460
+444
+11% +$28K 0.18% 40
2024
Q1 		$277K Buy
4,016
+17
+0.4% +$1.08K 0.29% 32
2023
Q4 		$262K Buy
3,999
+193
+5% +$12.7K 0.21% 31
2023
Q3 		$254K Buy
3,806
+750
+25% +$53.2K 0.21% 34
2023
Q2 		$211K Buy
+3,056
New +$196K 0.2% 34

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cadence Wealth Management's GEF Position: Q4 2024 in Review

Cadence Wealth Management sold out of Greif (GEF) in Q4 2024, closing a stake of 4,508 shares — an estimated $282K sold.

Cadence Wealth Management first reported a position in GEF in Q2 2023 and held it in 6 quarters. The position peaked at $282K in Q3 2024. 250 funds tracked by Wall St. Rank hold GEF as of Q4 2024.

  • Cadence Wealth Management reported no remaining Greif position as of Q4 2024 after selling out during the quarter.
  • Cadence Wealth Management sold 4,508 Greif shares in Q4 2024, an estimated $282K.
  • Cadence Wealth Management first reported a position in Greif in Q2 2023 and held it in 6 quarters.
  • Cadence Wealth Management's Greif position peaked at $282K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Greif as of Q4 2024.

Based on Cadence Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.