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Harvest Group Wealth Management’s Graco GGG Stock Holding History

Harvest Group Wealth Management’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-51
Closed -$4K – 285
2020
Q4 		$4K Hold
51
– – ﹤0.01% 272
2020
Q3 		$3K Hold
51
– – ﹤0.01% 300
2020
Q2 		$2K Hold
51
– – ﹤0.01% 305
2020
Q1 		$2K Sell
51
-231
-82% -$11.8K ﹤0.01% 315
2019
Q4 		$14K Sell
282
-2
-0.7% -$95 0.01% 197
2019
Q3 		$13K Hold
284
– – 0.02% 220
2019
Q2 		$14K Hold
284
– – 0.02% 184
2019
Q1 		$14K Buy
+284
New +$12.9K 0.01% 195

Other funds holding GGG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Graco (GGG) in Q1 2021, closing a stake of 51 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in GGG in Q1 2019 and held it in 8 quarters. The position peaked at $14K in Q4 2019. 522 funds tracked by Wall St. Rank hold GGG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Graco position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 51 Graco shares in Q1 2021, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Graco in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Graco position peaked at $14K in Q4 2019.
  • 522 funds tracked by Wall St. Rank held Graco as of Q1 2021.

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