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Milestone Investment Advisors’s W.W. Grainger GWW Stock Holding History

Milestone Investment Advisors’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-325
Closed -$225K – 255
2023
Q3 		$225K Buy
+325
New +$235K 0.06% 96
2023
Q2 		– Sell
-325
Closed -$224K – 249
2023
Q1 		$224K Buy
+325
New +$207K 0.07% 98

Other funds holding GWW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Investment Advisors's GWW Position: Q4 2023 in Review

Milestone Investment Advisors sold out of W.W. Grainger (GWW) in Q4 2023, closing a stake of 325 shares — an estimated $225K sold.

Milestone Investment Advisors first reported a position in GWW in Q1 2023 and held it in 2 quarters. The position peaked at $225K in Q3 2023. 1,113 funds tracked by Wall St. Rank hold GWW as of Q4 2023.

  • Milestone Investment Advisors reported no remaining W.W. Grainger position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 325 W.W. Grainger shares in Q4 2023, an estimated $225K.
  • Milestone Investment Advisors first reported a position in W.W. Grainger in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's W.W. Grainger position peaked at $225K in Q3 2023.
  • 1,113 funds tracked by Wall St. Rank held W.W. Grainger as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.