MinichMacGregor Wealth Management’s Ball Corp BALL Stock Holding History

MinichMacGregor Wealth Management’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-602	Closed	-$30.8K	–	146
2022 Q4	$30.8K	Buy	+602	New	+$31.2K	0.01%	235
2018 Q4	–	Sell	-624	Closed	-$27K	–	131
2018 Q3	$27K	Hold	624	–	–	0.02%	181
2018 Q2	$22K	Hold	624	–	–	0.02%	199
2018 Q1	$24K	Hold	624	–	–	0.02%	190
2017 Q4	$23K	Hold	624	–	–	0.02%	185
2017 Q3	$25K	Hold	624	–	–	0.02%	167
2017 Q2	$26K	Hold	624	–	–	0.02%	154
2017 Q1	$23K	Hold	624	–	–	0.02%	163
2016 Q4	$23K	Hold	624	–	–	0.02%	156
2016 Q3	$25K	Hold	624	–	–	0.02%	164
2016 Q2	$22K	Hold	624	–	–	0.02%	168
2016 Q1	$22K	Hold	624	–	–	0.02%	163
2015 Q4	$22K	Buy	+624	New	+$21.3K	0.02%	156

Other funds holding BALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

MinichMacGregor Wealth Management's BALL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Ball Corp (BALL) in Q1 2023, closing a stake of 602 shares — an estimated $30.8K sold.

MinichMacGregor Wealth Management first reported a position in BALL in Q4 2015 and held it in 13 quarters. The position peaked at $30.8K in Q4 2022. 667 funds tracked by Wall St. Rank hold BALL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Ball Corp position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 602 Ball Corp shares in Q1 2023, an estimated $30.8K.
MinichMacGregor Wealth Management first reported a position in Ball Corp in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Ball Corp position peaked at $30.8K in Q4 2022.
667 funds tracked by Wall St. Rank held Ball Corp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.