Elm Advisors’s Graco GGG Stock Holding History

Elm Advisors’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-295	Closed	-$21K	–	158
2020 Q4	$21K	Buy	+295	New	+$19.7K	0.01%	200
2018 Q4	–	Sell	-450	Closed	-$21K	–	150
2018 Q3	$21K	Buy	+450	New	+$21K	0.01%	217

Other funds holding GGG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Elm Advisors's GGG Position: Q1 2021 in Review

Elm Advisors sold out of Graco (GGG) in Q1 2021, closing a stake of 295 shares — an estimated $21K sold.

Elm Advisors first reported a position in GGG in Q3 2018 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 521 funds tracked by Wall St. Rank hold GGG as of Q1 2021.

Elm Advisors reported no remaining Graco position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 295 Graco shares in Q1 2021, an estimated $21K.
Elm Advisors first reported a position in Graco in Q3 2018 and held it in 2 quarters.
Elm Advisors's Graco position peaked at $21K in Q4 2020.
521 funds tracked by Wall St. Rank held Graco as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.