Institutional & Family Asset Management’s Graco GGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-28
Closed -$2.62K 765
2024
Q1
$2.62K Hold
28
﹤0.01% 561
2023
Q4
$2.43K Hold
28
﹤0.01% 547
2023
Q3
$2.04K Hold
28
﹤0.01% 551
2023
Q2
$2.42K Hold
28
﹤0.01% 555
2023
Q1
$2.04K Sell
28
-24
-46% -$1.67K ﹤0.01% 564
2022
Q4
$3.5K Sell
52
-41
-44% -$2.73K ﹤0.01% 513
2022
Q3
$6K Hold
93
﹤0.01% 451
2022
Q2
$6K Sell
93
-10
-10% -$629 ﹤0.01% 463
2022
Q1
$7K Hold
103
﹤0.01% 490
2021
Q4
$8K Sell
103
-8,769
-99% -$666K ﹤0.01% 475
2021
Q3
$621K Sell
8,872
-458
-5% -$35.1K 0.1% 115
2021
Q2
$706K Sell
9,330
-6,462
-41% -$485K 0.12% 108
2021
Q1
$1.13M Buy
15,792
+161
+1% +$11.4K 0.22% 87
2020
Q4
$1.13M Buy
15,631
+1,176
+8% +$78.7K 0.24% 85
2020
Q3
$887K Hold
14,455
0.21% 87
2020
Q2
$694K Sell
14,455
-59
-0.4% -$2.78K 0.14% 99
2020
Q1
$707K Hold
14,514
0.16% 91
2019
Q4
$755K Buy
14,514
+4,300
+42% +$205K 0.16% 102
2019
Q3
$470K Buy
10,214
+1
+0% +$47 0.1% 118
2019
Q2
$512K Hold
10,213
0.11% 115
2019
Q1
$506K Sell
10,213
-300
-3% -$13.6K 0.11% 117
2018
Q4
$440K Sell
10,513
-36
-0.3% -$1.51K 0.1% 115
2018
Q3
$489K Sell
10,549
-400
-4% -$18.6K 0.1% 116
2018
Q2
$495K Sell
10,949
-285
-3% -$13.1K 0.1% 114
2018
Q1
$514K Buy
+11,234
New +$513K 0.11% 111

Other funds holding GGG

Institutional & Family Asset Management's GGG Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Graco (GGG) in Q2 2024, closing a stake of 28 shares — an estimated $2.62K sold.

Institutional & Family Asset Management first reported a position in GGG in Q1 2018 and held it in 25 quarters. The position peaked at $1.13M in Q1 2021. 657 funds tracked by Wall St. Rank hold GGG as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Graco position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 28 Graco shares in Q2 2024, an estimated $2.62K.
  • Institutional & Family Asset Management first reported a position in Graco in Q1 2018 and held it in 25 quarters.
  • Institutional & Family Asset Management's Graco position peaked at $1.13M in Q1 2021.
  • 657 funds tracked by Wall St. Rank held Graco as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.