Pettee Investors’s Grand Canyon Education LOPE Stock Holding History

Pettee Investors’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,457	Closed	-$438K	–	118
2019 Q3	$438K	Hold	4,457	–	–	0.28%	86
2019 Q2	$522K	Hold	4,457	–	–	0.33%	80
2019 Q1	$510K	Hold	4,457	–	–	0.32%	88
2018 Q4	$428K	Buy	+4,457	New	+$518K	0.3%	90

Other funds holding LOPE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pettee Investors's LOPE Position: Q4 2019 in Review

Pettee Investors sold out of Grand Canyon Education (LOPE) in Q4 2019, closing a stake of 4,457 shares — an estimated $438K sold.

Pettee Investors first reported a position in LOPE in Q4 2018 and held it in 4 quarters. The position peaked at $522K in Q2 2019. 297 funds tracked by Wall St. Rank hold LOPE as of Q4 2019.

Pettee Investors reported no remaining Grand Canyon Education position as of Q4 2019 after selling out during the quarter.
Pettee Investors sold 4,457 Grand Canyon Education shares in Q4 2019, an estimated $438K.
Pettee Investors first reported a position in Grand Canyon Education in Q4 2018 and held it in 4 quarters.
Pettee Investors's Grand Canyon Education position peaked at $522K in Q2 2019.
297 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2019.

Based on Pettee Investors's 13F filing for Q4 2019, filed 14 Feb 2020.