Operose Advisors’s Gerdau GGB Stock Holding History

Operose Advisors’s Portfolio GGB Stock Details GGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,783	Closed	-$6.24K	–	520
2024 Q3	$6.24K	Hold	1,783	–	–	﹤0.01%	534
2024 Q2	$5.88K	Hold	1,783	–	–	﹤0.01%	489
2024 Q1	$6.57K	Hold	1,783	–	–	﹤0.01%	525
2023 Q4	$7.21K	Hold	1,783	–	–	﹤0.01%	498
2023 Q3	$7.09K	Buy	+1,783	New	+$7.92K	﹤0.01%	623

Other funds holding GGB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Operose Advisors's GGB Position: Q4 2024 in Review

Operose Advisors sold out of Gerdau (GGB) in Q4 2024, closing a stake of 1,783 shares — an estimated $6.24K sold.

Operose Advisors first reported a position in GGB in Q3 2023 and held it in 5 quarters. The position peaked at $7.21K in Q4 2023. 188 funds tracked by Wall St. Rank hold GGB as of Q4 2024.

Operose Advisors reported no remaining Gerdau position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 1,783 Gerdau shares in Q4 2024, an estimated $6.24K.
Operose Advisors first reported a position in Gerdau in Q3 2023 and held it in 5 quarters.
Operose Advisors's Gerdau position peaked at $7.21K in Q4 2023.
188 funds tracked by Wall St. Rank held Gerdau as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.