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NewEdge Advisors’s Graham Corp GHM Stock Holding History

NewEdge Advisors’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-700
Closed -$13.3K – 3874
2023
Q4 		$13.3K Buy
700
+645
+1,173% +$11.2K ﹤0.01% 2739
2023
Q3 		$913 Sell
55
-41
-43% -$620 ﹤0.01% 3187
2023
Q2 		$1.27K Buy
+96
New +$1.21K ﹤0.01% 3203

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

NewEdge Advisors's GHM Position: Q1 2024 in Review

NewEdge Advisors sold out of Graham Corp (GHM) in Q1 2024, closing a stake of 700 shares — an estimated $13.3K sold.

NewEdge Advisors first reported a position in GHM in Q2 2023 and held it in 3 quarters. The position peaked at $13.3K in Q4 2023. 92 funds tracked by Wall St. Rank hold GHM as of Q1 2024.

  • NewEdge Advisors reported no remaining Graham Corp position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 700 Graham Corp shares in Q1 2024, an estimated $13.3K.
  • NewEdge Advisors first reported a position in Graham Corp in Q2 2023 and held it in 3 quarters.
  • NewEdge Advisors's Graham Corp position peaked at $13.3K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Graham Corp as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.