Jeppson Wealth Management’s GrafTech EAF Stock Holding History

Jeppson Wealth Management’s Portfolio EAF Stock Details EAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-305	Closed	-$21K	–	215
2020 Q3	$21K	Buy	+305	New	+$21.3K	0.02%	330

Other funds holding EAF

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

ICP

Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return

Jeppson Wealth Management's EAF Position: Q4 2020 in Review

Jeppson Wealth Management sold out of GrafTech (EAF) in Q4 2020, closing a stake of 305 shares — an estimated $21K sold.

Jeppson Wealth Management first reported a position in EAF in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 193 funds tracked by Wall St. Rank hold EAF as of Q4 2020.

Jeppson Wealth Management reported no remaining GrafTech position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 305 GrafTech shares in Q4 2020, an estimated $21K.
Jeppson Wealth Management first reported a position in GrafTech in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's GrafTech position peaked at $21K in Q3 2020.
193 funds tracked by Wall St. Rank held GrafTech as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.