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Harvest Group Wealth Management’s Greif GEF Stock Holding History

Harvest Group Wealth Management’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 283
2020
Q4 		$0 Hold
5
– – ﹤0.01% 715
2020
Q3 		$0 Hold
5
– – ﹤0.01% 667
2020
Q2 		$0 Hold
5
– – ﹤0.01% 606
2020
Q1 		$0 Sell
5
-73
-94% -$2.77K ﹤0.01% 675
2019
Q4 		$3K Hold
78
– – ﹤0.01% 497
2019
Q3 		$3K Buy
+78
New +$2.72K ﹤0.01% 548
2019
Q2 		– Sell
-32
Closed -$1K – 946
2019
Q1 		$1K Buy
+32
New +$1.28K ﹤0.01% 776

Other funds holding GEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Harvest Group Wealth Management's GEF Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Greif (GEF) in Q1 2021, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in GEF in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 182 funds tracked by Wall St. Rank hold GEF as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Greif position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 Greif shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Greif in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's Greif position peaked at $3K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Greif as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.