LifePlan Financial Group’s W.R. Grace & Co. GRA Stock Holding History

LifePlan Financial Group’s Portfolio GRA Stock Details GRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-375	Closed	-$19K	–	612
2020 Q2	$19K	Hold	375	–	–	0.01%	346
2020 Q1	$13K	Hold	375	–	–	0.01%	377
2019 Q4	$26K	Hold	375	–	–	0.01%	316
2019 Q3	$25K	Hold	375	–	–	0.01%	323
2019 Q2	$29K	Hold	375	–	–	0.01%	296
2019 Q1	$29K	Hold	375	–	–	0.02%	305
2018 Q4	$24K	Hold	375	–	–	0.02%	312
2018 Q3	$27K	Hold	375	–	–	0.01%	312
2018 Q2	$27K	Hold	375	–	–	0.02%	307
2018 Q1	$23K	Buy	+375	New	+$25.7K	0.01%	307

Other funds holding GRA

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LifePlan Financial Group's GRA Position: Q3 2020 in Review

LifePlan Financial Group sold out of W.R. Grace & Co. (GRA) in Q3 2020, closing a stake of 375 shares — an estimated $19K sold.

LifePlan Financial Group first reported a position in GRA in Q1 2018 and held it in 10 quarters. The position peaked at $29K in Q2 2019. 214 funds tracked by Wall St. Rank hold GRA as of Q3 2020.

LifePlan Financial Group reported no remaining W.R. Grace & Co. position as of Q3 2020 after selling out during the quarter.
LifePlan Financial Group sold 375 W.R. Grace & Co. shares in Q3 2020, an estimated $19K.
LifePlan Financial Group first reported a position in W.R. Grace & Co. in Q1 2018 and held it in 10 quarters.
LifePlan Financial Group's W.R. Grace & Co. position peaked at $29K in Q2 2019.
214 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.