CX Institutional’s GrafTech EAF Stock Holding History

CX Institutional’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
2022 Q4	–	Sell	-15,035	Closed	-$648K	–	515
2022 Q3	$648K	Buy	15,035 +6,635	+79%	+$422K	0.05%	313
2022 Q2	$594K	Buy	+8,400	New	+$732K	0.04%	310

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

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

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

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

CX Institutional's EAF Position: Q4 2022 in Review

CX Institutional sold out of GrafTech (EAF) in Q4 2022, closing a stake of 15,035 shares — an estimated $648K sold.

CX Institutional first reported a position in EAF in Q2 2022 and held it in 2 quarters. The position peaked at $648K in Q3 2022. 207 funds tracked by Wall St. Rank hold EAF as of Q4 2022.

CX Institutional reported no remaining GrafTech position as of Q4 2022 after selling out during the quarter.
CX Institutional sold 15,035 GrafTech shares in Q4 2022, an estimated $648K.
CX Institutional first reported a position in GrafTech in Q2 2022 and held it in 2 quarters.
CX Institutional's GrafTech position peaked at $648K in Q3 2022.
207 funds tracked by Wall St. Rank held GrafTech as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.