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CSat Investment Advisory’s Grocery Outlet GO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-688
Closed -$27K – 702
2020
Q3 		$27K Buy
688
+81
+13% +$3.34K ﹤0.01% 786
2020
Q2 		$25K Buy
+607
New +$21.7K ﹤0.01% 783

Other funds holding GO

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JSP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CSat Investment Advisory's GO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Grocery Outlet (GO) in Q4 2020, closing a stake of 688 shares — an estimated $27K sold.

CSat Investment Advisory first reported a position in GO in Q2 2020 and held it in 2 quarters. The position peaked at $27K in Q3 2020. 228 funds tracked by Wall St. Rank hold GO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Grocery Outlet position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 688 Grocery Outlet shares in Q4 2020, an estimated $27K.
  • CSat Investment Advisory first reported a position in Grocery Outlet in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Grocery Outlet position peaked at $27K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.