Global Retirement Partners’s Gerdau GGB Stock Holding History

Global Retirement Partners’s Portfolio GGB Stock Details GGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-764	Closed	-$3.33K	–	3289
2023 Q2	$3.33K	Buy	+764	New	+$3.19K	﹤0.01%	2355
2023 Q1	–	Sell	-270	Closed	-$1.19K	–	3263
2022 Q4	$1.19K	Sell	270 -56	-17%	-$241	﹤0.01%	2546
2022 Q3	$1K	Buy	326 +168	+106%	+$610	﹤0.01%	2461
2022 Q2	$1K	Buy	158 +87	+123%	+$387	﹤0.01%	2440
2022 Q1	$0	Buy	+71	New	+$305	﹤0.01%	2682
2021 Q4	–	Sell	-188	Closed	-$1K	–	833
2021 Q3	$1K	Hold	188	–	–	﹤0.01%	1890
2021 Q2	$1K	Sell	188 -146	-44%	-$715	﹤0.01%	1797
2021 Q1	$1K	Sell	334 -278	-45%	-$1.05K	﹤0.01%	1711
2020 Q4	$2K	Buy	+612	New	+$2.04K	﹤0.01%	1605

Other funds holding GGB

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

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

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

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

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return