Corient Private Wealth’s GrafTech EAF Stock Holding History

Corient Private Wealth’s Portfolio EAF Stock Details EAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,039	Closed	-$49K	–	2021
2022 Q4	$49K	Buy	+1,039	New	+$50.5K	﹤0.01%	1626

Other funds holding EAF

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

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

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

Corient Private Wealth's EAF Position: Q1 2023 in Review

Corient Private Wealth sold out of GrafTech (EAF) in Q1 2023, closing a stake of 1,039 shares — an estimated $49K sold.

Corient Private Wealth first reported a position in EAF in Q4 2022 and held it in 1 quarter. The position peaked at $49K in Q4 2022. 193 funds tracked by Wall St. Rank hold EAF as of Q1 2023.

Corient Private Wealth reported no remaining GrafTech position as of Q1 2023 after selling out during the quarter.
Corient Private Wealth sold 1,039 GrafTech shares in Q1 2023, an estimated $49K.
Corient Private Wealth first reported a position in GrafTech in Q4 2022 and held it in 1 quarter.
Corient Private Wealth's GrafTech position peaked at $49K in Q4 2022.
193 funds tracked by Wall St. Rank held GrafTech as of Q1 2023.

Based on Corient Private Wealth's 13F filing for Q1 2023, filed 15 May 2023.