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MPS Loria Financial Planners’s W.W. Grainger GWW Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-204
Closed -$81K – 304
2021
Q1 		$81K Hold
204
– – 0.04% 129
2020
Q4 		$80K Buy
204
+4
+2% +$1.57K 0.04% 127
2020
Q3 		$71K Hold
200
– – 0.04% 126
2020
Q2 		$63K Buy
+200
New +$57.8K 0.03% 130
2017
Q3 		– Sell
-200
Closed -$33K – 192
2017
Q2 		$33K Buy
+200
New +$37.7K 0.02% 191

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

MPS Loria Financial Planners sold out of W.W. Grainger (GWW) in Q2 2021, closing a stake of 204 shares — an estimated $81K sold.

MPS Loria Financial Planners first reported a position in GWW in Q2 2017 and held it in 5 quarters. The position peaked at $81K in Q1 2021. 791 funds tracked by Wall St. Rank hold GWW as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining W.W. Grainger position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 204 W.W. Grainger shares in Q2 2021, an estimated $81K.
  • MPS Loria Financial Planners first reported a position in W.W. Grainger in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's W.W. Grainger position peaked at $81K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2021.

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