PDS Planning’s Gerdau GGB Stock Holding History

PDS Planning’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
2025 Q1	–	Sell	-14,791	Closed	-$42.6K	–	480
2024 Q4	$42.6K	Buy	14,791 +172	+1%	+$568	﹤0.01%	439
2024 Q3	$51.2K	Buy	14,619 +1,243	+9%	+$4.07K	﹤0.01%	439
2024 Q2	$44.1K	Buy	+13,376	New	+$47.3K	﹤0.01%	391
2022 Q2	–	Sell	-18,329	Closed	-$94K	–	230
2022 Q1	$94K	Buy	18,329 +1,052	+6%	+$4.52K	0.02%	224
2021 Q4	$67K	Buy	17,277 +1,598	+10%	+$6.07K	0.01%	211
2021 Q3	$61K	Buy	+15,679	New	+$68.3K	0.01%	205

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

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

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

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

PDS Planning's GGB Position: Q1 2025 in Review

PDS Planning sold out of Gerdau (GGB) in Q1 2025, closing a stake of 14,791 shares — an estimated $42.6K sold.

PDS Planning first reported a position in GGB in Q3 2021 and held it in 6 quarters. The position peaked at $94K in Q1 2022. 182 funds tracked by Wall St. Rank hold GGB as of Q1 2025.

PDS Planning reported no remaining Gerdau position as of Q1 2025 after selling out during the quarter.
PDS Planning sold 14,791 Gerdau shares in Q1 2025, an estimated $42.6K.
PDS Planning first reported a position in Gerdau in Q3 2021 and held it in 6 quarters.
PDS Planning's Gerdau position peaked at $94K in Q1 2022.
182 funds tracked by Wall St. Rank held Gerdau as of Q1 2025.

Based on PDS Planning's 13F filing for Q1 2025, filed 24 Apr 2025.