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NewEdge Advisors’s Grocery Outlet GO Stock Holding History

NewEdge Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,141
Closed -$325K – 3716
2022
Q4 		$325K Buy
+11,141
New +$350K 0.01% 965
2022
Q3 		– Sell
-13,009
Closed -$554K – 1580
2022
Q2 		$554K Buy
+13,009
New +$475K 0.01% 937
2020
Q4 		– Sell
-8,466
Closed -$333K – 1031
2020
Q3 		$333K Buy
+8,466
New +$349K 0.01% 689

Other funds holding GO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

NewEdge Advisors's GO Position: Q1 2023 in Review

NewEdge Advisors sold out of Grocery Outlet (GO) in Q1 2023, closing a stake of 11,141 shares — an estimated $325K sold.

NewEdge Advisors first reported a position in GO in Q3 2020 and held it in 3 quarters. The position peaked at $554K in Q2 2022. 224 funds tracked by Wall St. Rank hold GO as of Q1 2023.

  • NewEdge Advisors reported no remaining Grocery Outlet position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 11,141 Grocery Outlet shares in Q1 2023, an estimated $325K.
  • NewEdge Advisors first reported a position in Grocery Outlet in Q3 2020 and held it in 3 quarters.
  • NewEdge Advisors's Grocery Outlet position peaked at $554K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.