Lee Financial’s Graco GGG Stock Holding History

Lee Financial’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
2022 Q1	–	Sell	-155	Closed	-$12K	–	841
2021 Q4	$12K	Buy	+155	New	+$11.8K	﹤0.01%	462
2021 Q3	–	Sell	-115	Closed	-$9K	–	709
2021 Q2	$9K	Sell	115 -75	-39%	-$5.63K	﹤0.01%	418
2021 Q1	$14K	Hold	190	–	–	﹤0.01%	350
2020 Q4	$14K	Hold	190	–	–	﹤0.01%	333
2020 Q3	$12K	Hold	190	–	–	﹤0.01%	377
2020 Q2	$9K	Sell	190 -20	-10%	-$943	﹤0.01%	382
2020 Q1	$10K	Hold	210	–	–	﹤0.01%	296
2019 Q4	$11K	Hold	210	–	–	﹤0.01%	334
2019 Q3	$10K	Hold	210	–	–	﹤0.01%	338
2019 Q2	$11K	Hold	210	–	–	﹤0.01%	337
2019 Q1	$10K	Hold	210	–	–	﹤0.01%	336
2018 Q4	$9K	Hold	210	–	–	﹤0.01%	294
2018 Q3	$10K	Sell	210 -156	-43%	-$7.27K	﹤0.01%	327
2018 Q2	$16K	Hold	366	–	–	﹤0.01%	390
2018 Q1	$17K	Buy	366 +156	+74%	+$7.12K	﹤0.01%	375
2017 Q4	$9K	Hold	210	–	–	﹤0.01%	351
2017 Q3	$9K	Hold	210	–	–	﹤0.01%	348
2017 Q2	$8K	Hold	210	–	–	﹤0.01%	353
2017 Q1	$7K	Hold	210	–	–	﹤0.01%	325
2016 Q4	$6K	Buy	+210	New	+$5.52K	﹤0.01%	354

Other funds holding GGG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee Financial's GGG Position: Q1 2022 in Review

Lee Financial sold out of Graco (GGG) in Q1 2022, closing a stake of 155 shares — an estimated $12K sold.

Lee Financial first reported a position in GGG in Q4 2016 and held it in 20 quarters. The position peaked at $17K in Q1 2018. 553 funds tracked by Wall St. Rank hold GGG as of Q1 2022.

Lee Financial reported no remaining Graco position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 155 Graco shares in Q1 2022, an estimated $12K.
Lee Financial first reported a position in Graco in Q4 2016 and held it in 20 quarters.
Lee Financial's Graco position peaked at $17K in Q1 2018.
553 funds tracked by Wall St. Rank held Graco as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.