Ergoteles’s Graham Corp GHM Stock Holding History

Ergoteles’s Portfolio GHM Stock Details GHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-23,313	Closed	-$289K	–	1372
2021 Q3	$289K	Sell	23,313 -687	-3%	-$8.87K	0.01%	816
2021 Q2	$330K	Buy	+24,000	New	+$341K	0.01%	1026

Other funds holding GHM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ergoteles's GHM Position: Q4 2021 in Review

Ergoteles sold out of Graham Corp (GHM) in Q4 2021, closing a stake of 23,313 shares — an estimated $289K sold.

Ergoteles first reported a position in GHM in Q2 2021 and held it in 2 quarters. The position peaked at $330K in Q2 2021. 57 funds tracked by Wall St. Rank hold GHM as of Q4 2021.

Ergoteles reported no remaining Graham Corp position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 23,313 Graham Corp shares in Q4 2021, an estimated $289K.
Ergoteles first reported a position in Graham Corp in Q2 2021 and held it in 2 quarters.
Ergoteles's Graham Corp position peaked at $330K in Q2 2021.
57 funds tracked by Wall St. Rank held Graham Corp as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.