First Manhattan’s GrafTech EAF Stock Holding History

First Manhattan’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
2021 Q3	–	Sell	-1,250	Closed	-$145K	–	1610
2021 Q2	$145K	Sell	1,250 -250	-17%	-$31.4K	﹤0.01%	792
2021 Q1	$183K	Hold	1,500	–	–	﹤0.01%	717
2020 Q4	$159K	Hold	1,500	–	–	﹤0.01%	705
2020 Q3	$102K	Sell	1,500 -17,640	-92%	-$1.23M	﹤0.01%	771
2020 Q2	$1.53M	Sell	19,140 -43,520	-69%	-$3.27M	0.01%	343
2020 Q1	$5.09M	Sell	62,660 -5,635	-8%	-$543K	0.03%	201
2019 Q4	$7.93M	Sell	68,295 -1,550	-2%	-$195K	0.04%	191
2019 Q3	$8.94M	Buy	69,845 +620	+0.9%	+$73.6K	0.05%	173
2019 Q2	$7.96M	Buy	69,225 +8,450	+14%	+$991K	0.04%	188
2019 Q1	$7.77M	Sell	60,775 -4,455	-7%	-$592K	0.04%	190
2018 Q4	$7.46M	Buy	65,230 +27,135	+71%	+$4.14M	0.05%	189
2018 Q3	$7.43M	Buy	+38,095	New	+$7.18M	0.04%	223

Other funds holding EAF

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

First Manhattan's EAF Position: Q3 2021 in Review

First Manhattan sold out of GrafTech (EAF) in Q3 2021, closing a stake of 1,250 shares — an estimated $145K sold.

First Manhattan first reported a position in EAF in Q3 2018 and held it in 12 quarters. The position peaked at $8.94M in Q3 2019. 241 funds tracked by Wall St. Rank hold EAF as of Q3 2021.

First Manhattan reported no remaining GrafTech position as of Q3 2021 after selling out during the quarter.
First Manhattan sold 1,250 GrafTech shares in Q3 2021, an estimated $145K.
First Manhattan first reported a position in GrafTech in Q3 2018 and held it in 12 quarters.
First Manhattan's GrafTech position peaked at $8.94M in Q3 2019.
241 funds tracked by Wall St. Rank held GrafTech as of Q3 2021.

Based on First Manhattan's 13F filing for Q3 2021, filed 15 Nov 2021.