One Wealth Advisors’s Graco GGG Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-544	Closed	-$36.6K	–	350
2022 Q4	$36.6K	Buy	+544	New	+$36.3K	0.01%	457
2019 Q2	–	Sell	-137	Closed	-$7K	–	248
2019 Q1	$7K	Buy	+137	New	+$6.21K	0.01%	340
2018 Q4	–	Sell	-301	Closed	-$14K	–	241
2018 Q3	$14K	Hold	301	–	–	0.01%	338
2018 Q2	$14K	Sell	301 -2	-0.7%	-$92	0.01%	326
2018 Q1	$14K	Sell	303 -24	-7%	-$1.09K	0.01%	310
2017 Q4	$15K	Buy	+327	New	+$14.2K	0.01%	342

Other funds holding GGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

One Wealth Advisors's GGG Position: Q1 2023 in Review

One Wealth Advisors sold out of Graco (GGG) in Q1 2023, closing a stake of 544 shares — an estimated $36.6K sold.

One Wealth Advisors first reported a position in GGG in Q4 2017 and held it in 6 quarters. The position peaked at $36.6K in Q4 2022. 553 funds tracked by Wall St. Rank hold GGG as of Q1 2023.

One Wealth Advisors reported no remaining Graco position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 544 Graco shares in Q1 2023, an estimated $36.6K.
One Wealth Advisors first reported a position in Graco in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Graco position peaked at $36.6K in Q4 2022.
553 funds tracked by Wall St. Rank held Graco as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.