LPWM
GWW icon

Lake Point Wealth Management’s W.W. Grainger GWW Stock Holding History

Lake Point Wealth Management’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$2K Hold
8
– – ﹤0.01% 533
2019
Q1 		$2K Hold
8
– – ﹤0.01% 531
2018
Q4 		$2K Buy
+8
New +$2.38K ﹤0.01% 675

Other funds holding GWW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lake Point Wealth Management's GWW Position: Q2 2019 in Review

Lake Point Wealth Management held its W.W. Grainger (GWW) position steady in Q2 2019 at 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Lake Point Wealth Management first reported a position in GWW in Q4 2018 and has held it in 3 quarters since. 644 funds tracked by Wall St. Rank hold GWW as of Q2 2019.

  • Lake Point Wealth Management held 8 shares of W.W. Grainger worth $2K as of Q2 2019.
  • Lake Point Wealth Management left its W.W. Grainger share count unchanged in Q2 2019.
  • W.W. Grainger made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #533 holding.
  • Lake Point Wealth Management first reported a position in W.W. Grainger in Q4 2018 and has held it in 3 quarters since.
  • 644 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.