Pier Capital’s Grocery Outlet GO Stock Holding History

Pier Capital’s Portfolio GO Stock Details GO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-183,075	Closed	-$2.94M	–	141
2025 Q3	$2.94M	Buy	+183,075	New	+$2.92M	0.46%	95
2024 Q2	–	Sell	-151,679	Closed	-$4.37M	–	129
2024 Q1	$4.37M	Sell	151,679 -89,804	-37%	-$2.37M	0.6%	79
2023 Q4	$6.51M	Sell	241,483 -3,583	-1%	-$100K	0.93%	60
2023 Q3	$7.07M	Buy	+245,066	New	+$7.8M	1.14%	42
2023 Q2	–	Sell	-157,578	Closed	-$4.45M	–	121
2023 Q1	$4.45M	Buy	157,578 +352	+0.2%	+$10.1K	0.68%	75
2022 Q4	$4.59M	Sell	157,226 -39,274	-20%	-$1.23M	0.75%	68
2022 Q3	$6.54M	Buy	196,500 +11,823	+6%	+$481K	1.12%	45
2022 Q2	$7.87M	Buy	+184,677	New	+$6.75M	1.34%	23
2020 Q3	–	Sell	-91,142	Closed	-$3.72M	–	114
2020 Q2	$3.72M	Sell	91,142 -68,320	-43%	-$2.45M	0.6%	93
2020 Q1	$5.48M	Sell	159,462 -90,218	-36%	-$2.94M	1.21%	31
2019 Q4	$8.1M	Buy	249,680 +18,787	+8%	+$604K	1.32%	18
2019 Q3	$8.01M	Buy	230,893 +87,117	+61%	+$3.3M	1.36%	16
2019 Q2	$4.73M	Buy	+143,776	New	+$4.44M	0.73%	85

Other funds holding GO

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return