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Mark Sheptoff Financial Planning’s Granite Construction GVA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio GVA Stock Details GVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,000
Closed -$619K – 453
2021
Q4 		$619K Buy
16,000
+6,000
+60% +$238K 0.3% 57
2021
Q3 		$396K Buy
10,000
+5,000
+100% +$198K 0.22% 71
2021
Q2 		$208K Buy
+5,000
New +$198K 0.11% 101

Other funds holding GVA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's GVA Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Granite Construction (GVA) in Q1 2022, closing a stake of 16,000 shares — an estimated $619K sold.

Mark Sheptoff Financial Planning first reported a position in GVA in Q2 2021 and held it in 3 quarters. The position peaked at $619K in Q4 2021. 199 funds tracked by Wall St. Rank hold GVA as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Granite Construction position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 16,000 Granite Construction shares in Q1 2022, an estimated $619K.
  • Mark Sheptoff Financial Planning first reported a position in Granite Construction in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Granite Construction position peaked at $619K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held Granite Construction as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.