Caldwell Trust’s Granite Construction GVA Stock Holding History

Caldwell Trust’s Portfolio GVA Stock Details GVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-84	Closed	-$2.95K	–	736
2022 Q4	$2.95K	Buy	+84	New	+$2.75K	﹤0.01%	688

Other funds holding GVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Caldwell Trust's GVA Position: Q1 2023 in Review

Caldwell Trust sold out of Granite Construction (GVA) in Q1 2023, closing a stake of 84 shares — an estimated $2.95K sold.

Caldwell Trust first reported a position in GVA in Q4 2022 and held it in 1 quarter. The position peaked at $2.95K in Q4 2022. 215 funds tracked by Wall St. Rank hold GVA as of Q1 2023.

Caldwell Trust reported no remaining Granite Construction position as of Q1 2023 after selling out during the quarter.
Caldwell Trust sold 84 Granite Construction shares in Q1 2023, an estimated $2.95K.
Caldwell Trust first reported a position in Granite Construction in Q4 2022 and held it in 1 quarter.
Caldwell Trust's Granite Construction position peaked at $2.95K in Q4 2022.
215 funds tracked by Wall St. Rank held Granite Construction as of Q1 2023.

Based on Caldwell Trust's 13F filing for Q1 2023, filed 1 Oct 2025.