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MorganRosel Wealth Management’s Greif GEF Stock Holding History

MorganRosel Wealth Management’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
2023
Q1 		– Sell
-12,909
Closed -$866K – 94
2022
Q4 		$866K Buy
12,909
+2,416
+23% +$163K 0.4% 51
2022
Q3 		$625K Buy
+10,493
New +$699K 0.31% 57

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

MorganRosel Wealth Management's GEF Position: Q1 2023 in Review

MorganRosel Wealth Management sold out of Greif (GEF) in Q1 2023, closing a stake of 12,909 shares — an estimated $866K sold.

MorganRosel Wealth Management first reported a position in GEF in Q3 2022 and held it in 2 quarters. The position peaked at $866K in Q4 2022. 217 funds tracked by Wall St. Rank hold GEF as of Q1 2023.

  • MorganRosel Wealth Management reported no remaining Greif position as of Q1 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 12,909 Greif shares in Q1 2023, an estimated $866K.
  • MorganRosel Wealth Management first reported a position in Greif in Q3 2022 and held it in 2 quarters.
  • MorganRosel Wealth Management's Greif position peaked at $866K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Greif as of Q1 2023.

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