Covestor’s Grocery Outlet GO Stock Holding History

Covestor’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
2026 Q1	$5K	Buy	679 +191	+39%	+$1.66K	﹤0.01%	1800
2025 Q4	$5K	Hold	488	–	–	﹤0.01%	1841
2025 Q3	$8K	Sell	488 -1	-0.2%	-$16	﹤0.01%	1727
2025 Q2	$6K	Sell	489 -2	-0.4%	-$28	﹤0.01%	1728
2025 Q1	$7K	Buy	491 +2	+0.4%	+$30	﹤0.01%	1661
2024 Q4	$8K	Buy	489 +1	+0.2%	+$17	0.01%	1631
2024 Q3	$9K	Buy	488 +237	+94%	+$4.49K	0.01%	1609
2024 Q2	$6K	Hold	251	–	–	﹤0.01%	1747
2024 Q1	$7K	Sell	251 -1	-0.4%	-$26	﹤0.01%	1735
2023 Q4	$7K	Hold	252	–	–	﹤0.01%	1719
2023 Q3	$7K	Sell	252 -5	-2%	-$159	0.01%	1620
2023 Q2	$8K	Sell	257 -2	-0.8%	-$58	0.01%	1573
2023 Q1	$7K	Buy	259 +4	+2%	+$115	0.01%	1468
2022 Q4	$7K	Buy	255 +94	+58%	+$2.95K	0.01%	1470
2022 Q3	$5K	Buy	161 +147	+1,050%	+$5.98K	﹤0.01%	1489
2022 Q2	$1K	Sell	14 -3	-18%	-$110	﹤0.01%	1733
2022 Q1	$1K	Sell	17 -9	-35%	-$251	﹤0.01%	1830
2021 Q4	$1K	Buy	+26	New	+$668	﹤0.01%	1766

Other funds holding GO

T. Rowe Price Investment Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors

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

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return