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Mark Sheptoff Financial Planning’s Graham Holdings Company GHC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-336
Closed -$179K – 383
2020
Q4 		$179K Buy
+336
New +$149K 0.1% 104

Other funds holding GHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mark Sheptoff Financial Planning's GHC Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of Graham Holdings Company (GHC) in Q1 2021, closing a stake of 336 shares — an estimated $179K sold.

Mark Sheptoff Financial Planning first reported a position in GHC in Q4 2020 and held it in 1 quarter. The position peaked at $179K in Q4 2020. 262 funds tracked by Wall St. Rank hold GHC as of Q1 2021.

  • Mark Sheptoff Financial Planning reported no remaining Graham Holdings Company position as of Q1 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 336 Graham Holdings Company shares in Q1 2021, an estimated $179K.
  • Mark Sheptoff Financial Planning first reported a position in Graham Holdings Company in Q4 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Graham Holdings Company position peaked at $179K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Graham Holdings Company as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.