Great Lakes Advisors’s WaFd WAFD Stock Holding History

Great Lakes Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-115,810	Closed	-$3.49M	–	856
2023 Q1	$3.49M	Sell	115,810 -5,660	-5%	-$191K	0.03%	425
2022 Q4	$4.08M	Sell	121,470 -4,566	-4%	-$160K	0.23%	170
2022 Q3	$3.78M	Sell	126,036 -2,000	-2%	-$64.8K	0.08%	262
2022 Q2	$3.84M	Sell	128,036 -6,831	-5%	-$214K	0.08%	268
2022 Q1	$4.43M	Buy	+134,867	New	+$4.73M	0.07%	265
2020 Q2	–	Sell	-144,768	Closed	-$3.76M	–	614
2020 Q1	$3.76M	Sell	144,768 -6,199	-4%	-$198K	0.11%	206
2019 Q4	$5.53M	Buy	150,967 +1,477	+1%	+$54.2K	0.12%	206
2019 Q3	$5.53M	Buy	149,490 +13,762	+10%	+$491K	0.12%	197
2019 Q2	$4.74M	Buy	135,728 +5,335	+4%	+$173K	0.1%	210
2019 Q1	$3.77M	Buy	+130,393	New	+$3.83M	0.08%	244

Other funds holding WAFD

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Great Lakes Advisors's WAFD Position: Q2 2023 in Review

Great Lakes Advisors sold out of WaFd (WAFD) in Q2 2023, closing a stake of 115,810 shares — an estimated $3.49M sold.

Great Lakes Advisors first reported a position in WAFD in Q1 2019 and held it in 10 quarters. The position peaked at $5.53M in Q4 2019. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

Great Lakes Advisors reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
Great Lakes Advisors sold 115,810 WaFd shares in Q2 2023, an estimated $3.49M.
Great Lakes Advisors first reported a position in WaFd in Q1 2019 and held it in 10 quarters.
Great Lakes Advisors's WaFd position peaked at $5.53M in Q4 2019.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Great Lakes Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.