Creative Planning
EAF icon

Creative Planning’s GrafTech EAF Stock Holding History

Creative Planning’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
2025
Q3 		– Sell
-1,443
Closed -$14K – 3940
2025
Q2 		$14K Buy
+1,443
New +$12.8K ﹤0.01% 3606
2025
Q1 		– Sell
-1,551
Closed -$26.8K – 3535
2024
Q4 		$26.8K Buy
+1,551
New +$28.9K ﹤0.01% 3310
2024
Q3 		– Sell
-2,586
Closed -$25.1K – 3230
2024
Q2 		$25.1K Sell
2,586
-4,915
-66% -$75.6K ﹤0.01% 2975
2024
Q1 		$104K Buy
+7,501
New +$117K ﹤0.01% 2703
2023
Q1 		– Sell
-1,477
Closed -$70.3K – 2681
2022
Q4 		$70.3K Buy
+1,477
New +$71.7K ﹤0.01% 2192
2021
Q2 		– Sell
-6,058
Closed -$741K – 2214
2021
Q1 		$741K Buy
+6,058
New +$700K ﹤0.01% 1202

Other funds holding EAF

MAMNY
Marathon Asset Management (New York) New York $11.4M AUM 8.79% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return