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Disciplined Investments’s Greif GEF Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-7
Closed -$482 – 663
2023
Q2 		$482 Hold
7
– – ﹤0.01% 1238
2023
Q1 		$444 Hold
7
– – ﹤0.01% 1271
2022
Q4 		$469 Sell
7
-2
-22% -$135 ﹤0.01% 1210
2022
Q3 		$1K Hold
9
– – ﹤0.01% 919
2022
Q2 		$1K Buy
9
+4
+80% +$244 ﹤0.01% 933
2022
Q1 		$0 Buy
+5
New +$299 ﹤0.01% 1436

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Disciplined Investments's GEF Position: Q3 2023 in Review

Disciplined Investments sold out of Greif (GEF) in Q3 2023, closing a stake of 7 shares — an estimated $482 sold.

Disciplined Investments first reported a position in GEF in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 230 funds tracked by Wall St. Rank hold GEF as of Q3 2023.

  • Disciplined Investments reported no remaining Greif position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Greif shares in Q3 2023, an estimated $482.
  • Disciplined Investments first reported a position in Greif in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Greif position peaked at $1K in Q3 2022.
  • 230 funds tracked by Wall St. Rank held Greif as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.