Connectus Wealth’s Graco GGG Stock Holding History

Connectus Wealth’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,000	Closed	-$729K	–	517
2023 Q3	$729K	Hold	10,000	–	–	0.02%	359
2023 Q2	$864K	Hold	10,000	–	–	0.02%	292
2023 Q1	$730K	Hold	10,000	–	–	0.02%	308
2022 Q4	$673K	Hold	10,000	–	–	0.02%	319
2022 Q3	$600K	Sell	10,000 -12,062	-55%	-$774K	0.01%	386
2022 Q2	$1.31M	Hold	22,062	–	–	0.03%	241
2022 Q1	$1.78M	Sell	22,062 -7,602	-26%	-$548K	0.06%	176
2021 Q4	$2.39M	Buy	+29,664	New	+$2.25M	0.09%	127

Other funds holding GGG

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

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

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellington Management Group

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