Cedar Wealth Management’s Grocery Outlet GO Stock Holding History

Cedar Wealth Management’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 Q2	–	Sell	-20,370	Closed	-$285K	–	232
2025 Q1	$285K	Hold	20,370	–	–	0.1%	67
2024 Q4	$318K	Buy	20,370 +765	+4%	+$13.3K	0.12%	58
2024 Q3	$344K	Sell	19,605 -3,509	-15%	-$66.4K	0.11%	79
2024 Q2	$511K	Hold	23,114	–	–	0.17%	72
2024 Q1	$665K	Sell	23,114 -61	-0.3%	-$1.61K	0.22%	58
2023 Q4	$625K	Buy	23,175 +273	+1%	+$7.65K	0.23%	54
2023 Q3	$661K	Sell	22,902 -2,546	-10%	-$81K	0.26%	54
2023 Q2	$779K	Hold	25,448	–	–	0.3%	46
2023 Q1	$719K	Buy	25,448 +2,315	+10%	+$66.4K	0.29%	48
2022 Q4	$675K	Buy	23,133 +4,629	+25%	+$145K	0.33%	45
2022 Q3	$616K	Buy	18,504 +3,701	+25%	+$150K	0.31%	56
2022 Q2	$631K	Sell	14,803 -8,703	-37%	-$318K	0.29%	53
2022 Q1	$771K	Buy	+23,506	New	+$656K	0.31%	52

Other funds holding GO

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Cedar Wealth Management's GO Position: Q2 2025 in Review

Cedar Wealth Management sold out of Grocery Outlet (GO) in Q2 2025, closing a stake of 20,370 shares — an estimated $285K sold.

Cedar Wealth Management first reported a position in GO in Q1 2022 and held it in 13 quarters. The position peaked at $779K in Q2 2023. 239 funds tracked by Wall St. Rank hold GO as of Q2 2025.

Cedar Wealth Management reported no remaining Grocery Outlet position as of Q2 2025 after selling out during the quarter.
Cedar Wealth Management sold 20,370 Grocery Outlet shares in Q2 2025, an estimated $285K.
Cedar Wealth Management first reported a position in Grocery Outlet in Q1 2022 and held it in 13 quarters.
Cedar Wealth Management's Grocery Outlet position peaked at $779K in Q2 2023.
239 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2025.

Based on Cedar Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.