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MPS Loria Financial Planners’s Graco GGG Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-301
Closed -$21K – 290
2021
Q1 		$21K Hold
301
– – 0.01% 235
2020
Q4 		$21K Hold
301
– – 0.01% 234
2020
Q3 		$18K Hold
301
– – 0.01% 203
2020
Q2 		$14K Buy
+301
New +$14.2K 0.01% 225
2017
Q3 		– Sell
-300
Closed -$12K – 180
2017
Q2 		$12K Buy
+300
New +$10.6K 0.01% 276

Other funds holding GGG

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's GGG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Graco (GGG) in Q2 2021, closing a stake of 301 shares — an estimated $21K sold.

MPS Loria Financial Planners first reported a position in GGG in Q2 2017 and held it in 5 quarters. The position peaked at $21K in Q1 2021. 529 funds tracked by Wall St. Rank hold GGG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Graco position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 301 Graco shares in Q2 2021, an estimated $21K.
  • MPS Loria Financial Planners first reported a position in Graco in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Graco position peaked at $21K in Q1 2021.
  • 529 funds tracked by Wall St. Rank held Graco as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.