Caldwell Trust’s The Greenbrier Companies GBX Stock Holding History

Caldwell Trust’s Portfolio GBX Stock Details GBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-800	Closed	-$19.4K	–	735
2022 Q3	$19.4K	Hold	800	–	–	﹤0.01%	536
2022 Q2	$28.8K	Hold	800	–	–	﹤0.01%	510
2022 Q1	$41.2K	Hold	800	–	–	﹤0.01%	490
2021 Q4	$36.7K	Hold	800	–	–	﹤0.01%	504
2021 Q3	$34.4K	Hold	800	–	–	﹤0.01%	498
2021 Q2	$34.9K	Hold	800	–	–	﹤0.01%	503
2021 Q1	$37.8K	Hold	800	–	–	0.01%	476
2020 Q4	$29.1K	Hold	800	–	–	﹤0.01%	494
2020 Q3	$23.5K	Hold	800	–	–	﹤0.01%	512
2020 Q2	$18.2K	Hold	800	–	–	﹤0.01%	559
2020 Q1	$14.2K	Hold	800	–	–	﹤0.01%	592
2019 Q4	$25.9K	Buy	+800	New	+$24K	﹤0.01%	557

Other funds holding GBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Caldwell Trust's GBX Position: Q4 2022 in Review

Caldwell Trust sold out of The Greenbrier Companies (GBX) in Q4 2022, closing a stake of 800 shares — an estimated $19.4K sold.

Caldwell Trust first reported a position in GBX in Q4 2019 and held it in 12 quarters. The position peaked at $41.2K in Q1 2022. 184 funds tracked by Wall St. Rank hold GBX as of Q4 2022.

Caldwell Trust reported no remaining The Greenbrier Companies position as of Q4 2022 after selling out during the quarter.
Caldwell Trust sold 800 The Greenbrier Companies shares in Q4 2022, an estimated $19.4K.
Caldwell Trust first reported a position in The Greenbrier Companies in Q4 2019 and held it in 12 quarters.
Caldwell Trust's The Greenbrier Companies position peaked at $41.2K in Q1 2022.
184 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2022.

Based on Caldwell Trust's 13F filing for Q4 2022, filed 1 Oct 2025.