Covestor’s Greif GEF Stock Holding History

Covestor’s Portfolio GEF Stock Details GEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Sell	2 -5	-71%	-$354	﹤0.01%	2449
2025 Q4	$0	Sell	7 -3	-30%	-$188	﹤0.01%	2430
2025 Q3	$1K	Sell	10 -2	-17%	-$129	﹤0.01%	2083
2025 Q2	$1K	Sell	12 -10	-45%	-$569	﹤0.01%	1998
2025 Q1	$1K	Sell	22 -9	-29%	-$530	﹤0.01%	1984
2024 Q4	$2K	Buy	31 +2	+7%	+$131	﹤0.01%	1876
2024 Q3	$2K	Sell	29 -136	-82%	-$8.34K	﹤0.01%	1823
2024 Q2	$9K	Buy	165 +12	+8%	+$758	0.01%	1611
2024 Q1	$11K	Buy	153 +16	+12%	+$1.02K	0.01%	1507
2023 Q4	$9K	Buy	137 +23	+20%	+$1.52K	0.01%	1636
2023 Q3	$7K	Sell	114 -6	-5%	-$425	0.01%	1618
2023 Q2	$9K	Buy	120 +117	+3,900%	+$7.51K	0.01%	1501
2023 Q1	$0	Sell	3 -1	-25%	-$67	﹤0.01%	2221
2022 Q4	$0	Sell	4 -1	-20%	-$67	﹤0.01%	2249
2022 Q3	$0	Sell	5 -9	-64%	-$600	﹤0.01%	2211
2022 Q2	$1K	Sell	14 -35	-71%	-$2.14K	﹤0.01%	1730
2022 Q1	$3K	Buy	49 +29	+145%	+$1.73K	﹤0.01%	1604
2021 Q4	$1K	Buy	+20	New	+$1.29K	﹤0.01%	1762

Other funds holding GEF

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

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return