Marks Group Wealth Management’s Gerdau GGB Stock Holding History

Marks Group Wealth Management’s Portfolio GGB Stock Details GGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,946	Closed	-$56.3K	–	276
2023 Q2	$56.3K	Buy	+12,946	New	+$54.1K	0.01%	275
2020 Q4	–	Sell	-17,073	Closed	-$50K	–	259
2020 Q3	$50K	Hold	17,073	–	–	0.01%	243
2020 Q2	$40K	Hold	17,073	–	–	0.01%	237
2020 Q1	$26K	Hold	17,073	–	–	0.01%	221
2019 Q4	$66K	Buy	+17,073	New	+$50.8K	0.01%	235

Other funds holding GGB

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Marks Group Wealth Management's GGB Position: Q3 2023 in Review

Marks Group Wealth Management sold out of Gerdau (GGB) in Q3 2023, closing a stake of 12,946 shares — an estimated $56.3K sold.

Marks Group Wealth Management first reported a position in GGB in Q4 2019 and held it in 5 quarters. The position peaked at $66K in Q4 2019. 187 funds tracked by Wall St. Rank hold GGB as of Q3 2023.

Marks Group Wealth Management reported no remaining Gerdau position as of Q3 2023 after selling out during the quarter.
Marks Group Wealth Management sold 12,946 Gerdau shares in Q3 2023, an estimated $56.3K.
Marks Group Wealth Management first reported a position in Gerdau in Q4 2019 and held it in 5 quarters.
Marks Group Wealth Management's Gerdau position peaked at $66K in Q4 2019.
187 funds tracked by Wall St. Rank held Gerdau as of Q3 2023.

Based on Marks Group Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.