Institutional & Family Asset Management’s Grocery Outlet GO Stock Holding History

Institutional & Family Asset Management’s Portfolio GO Stock Details GO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-36	Closed	-$1K	–	932
2021 Q2	$1K	Hold	36	–	–	﹤0.01%	890
2021 Q1	$1K	Sell	36 -21	-37%	-$816	﹤0.01%	867
2020 Q4	$2K	Sell	57 -2	-3%	-$81	﹤0.01%	762
2020 Q3	$2K	Hold	59	–	–	﹤0.01%	696
2020 Q2	$2K	Sell	59 -18	-23%	-$644	﹤0.01%	690
2020 Q1	$3K	Buy	77 +44	+133%	+$1.43K	﹤0.01%	587
2019 Q4	$1K	Buy	+33	New	+$1.06K	﹤0.01%	808

Other funds holding GO

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Institutional & Family Asset Management's GO Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Grocery Outlet (GO) in Q3 2021, closing a stake of 36 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in GO in Q4 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 196 funds tracked by Wall St. Rank hold GO as of Q3 2021.

Institutional & Family Asset Management reported no remaining Grocery Outlet position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 36 Grocery Outlet shares in Q3 2021, an estimated $1K.
Institutional & Family Asset Management first reported a position in Grocery Outlet in Q4 2019 and held it in 7 quarters.
Institutional & Family Asset Management's Grocery Outlet position peaked at $3K in Q1 2020.
196 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.