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Measured Wealth Private Client Group’s Greif GEF Stock Holding History

Measured Wealth Private Client Group’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,771
Closed -$288K – 184
2021
Q4 		$288K Sell
4,771
-1,477
-24% -$95.7K 0.1% 129
2021
Q3 		$404K Sell
6,248
-1,178
-16% -$72.9K 0.16% 86
2021
Q2 		$450K Buy
7,426
+1,012
+16% +$61.9K 0.14% 89
2021
Q1 		$366K Buy
6,414
+276
+4% +$14.2K 0.13% 96
2020
Q4 		$288K Sell
6,138
-23,080
-79% -$1.05M 0.12% 100
2020
Q3 		$1.06M Buy
+29,218
New +$1.08M 0.51% 34

Other funds holding GEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Measured Wealth Private Client Group's GEF Position: Q1 2022 in Review

Measured Wealth Private Client Group sold out of Greif (GEF) in Q1 2022, closing a stake of 4,771 shares — an estimated $288K sold.

Measured Wealth Private Client Group first reported a position in GEF in Q3 2020 and held it in 6 quarters. The position peaked at $1.06M in Q3 2020. 211 funds tracked by Wall St. Rank hold GEF as of Q1 2022.

  • Measured Wealth Private Client Group reported no remaining Greif position as of Q1 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 4,771 Greif shares in Q1 2022, an estimated $288K.
  • Measured Wealth Private Client Group first reported a position in Greif in Q3 2020 and held it in 6 quarters.
  • Measured Wealth Private Client Group's Greif position peaked at $1.06M in Q3 2020.
  • 211 funds tracked by Wall St. Rank held Greif as of Q1 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2022, filed 3 May 2022.