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Patriot Financial Group Insurance Agency’s Greif GEF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed -$134 – 477
2023
Q3 		$134 Buy
+2
New +$142 ﹤0.01% 462

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GEF Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of Greif (GEF) in Q4 2023, closing a stake of 2 shares — an estimated $134 sold.

Patriot Financial Group Insurance Agency first reported a position in GEF in Q3 2023 and held it in 1 quarter. The position peaked at $134 in Q3 2023. 233 funds tracked by Wall St. Rank hold GEF as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Greif position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 Greif shares in Q4 2023, an estimated $134.
  • Patriot Financial Group Insurance Agency first reported a position in Greif in Q3 2023 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Greif position peaked at $134 in Q3 2023.
  • 233 funds tracked by Wall St. Rank held Greif as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.