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Mascoma Wealth Management’s Graco GGG Stock Holding History

Mascoma Wealth Management’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
2024
Q4 		– Sell
-87
Closed -$7.61K – 521
2024
Q3 		$7.61K Hold
87
– – ﹤0.01% 346
2024
Q2 		$6.9K Buy
+87
New +$7.28K ﹤0.01% 377

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mascoma Wealth Management's GGG Position: Q4 2024 in Review

Mascoma Wealth Management sold out of Graco (GGG) in Q4 2024, closing a stake of 87 shares — an estimated $7.61K sold.

Mascoma Wealth Management first reported a position in GGG in Q2 2024 and held it in 2 quarters. The position peaked at $7.61K in Q3 2024. 690 funds tracked by Wall St. Rank hold GGG as of Q4 2024.

  • Mascoma Wealth Management reported no remaining Graco position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 87 Graco shares in Q4 2024, an estimated $7.61K.
  • Mascoma Wealth Management first reported a position in Graco in Q2 2024 and held it in 2 quarters.
  • Mascoma Wealth Management's Graco position peaked at $7.61K in Q3 2024.
  • 690 funds tracked by Wall St. Rank held Graco as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.