Plante Moran Financial Advisors’s Graco GGG Stock Holding History

Plante Moran Financial Advisors’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-120	Closed	-$8.07K	–	833
2022 Q4	$8.07K	Buy	+120	New	+$8K	﹤0.01%	606
2018 Q3	–	Sell	-6,584	Closed	-$298K	–	790
2018 Q2	$298K	Buy	6,584 +4,055	+160%	+$186K	0.15%	112
2018 Q1	$116K	Hold	2,529	–	–	0.06%	213
2017 Q4	$114K	Buy	2,529 +2,505	+10,438%	+$108K	0.06%	201
2017 Q3	$1K	Sell	24 -465	-95%	-$17.7K	﹤0.01%	764
2017 Q2	$18K	Hold	489	–	–	0.01%	482
2017 Q1	$15K	Buy	489 +27	+6%	+$814	0.01%	519
2016 Q4	$13K	Hold	462	–	–	0.01%	547
2016 Q3	$11K	Hold	462	–	–	0.01%	582
2016 Q2	$12K	Hold	462	–	–	0.01%	495
2016 Q1	$13K	Hold	462	–	–	0.01%	444
2015 Q4	$11K	Hold	462	–	–	0.01%	554
2015 Q3	$10K	Hold	462	–	–	0.01%	482
2015 Q2	$11K	Hold	462	–	–	0.01%	508
2015 Q1	$11K	Hold	462	–	–	0.01%	498
2014 Q4	$12K	Hold	462	–	–	0.01%	497
2014 Q3	$11K	Hold	462	–	–	0.01%	511
2014 Q2	$12K	Hold	462	–	–	0.01%	477
2014 Q1	$12K	Hold	462	–	–	0.01%	328
2013 Q4	$12K	Hold	462	–	–	0.01%	421
2013 Q3	$11K	Hold	462	–	–	0.01%	380
2013 Q2	$10K	Buy	+462	New	+$9.33K	0.01%	346

Other funds holding GGG

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's GGG Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Graco (GGG) in Q1 2023, closing a stake of 120 shares — an estimated $8.07K sold.

Plante Moran Financial Advisors first reported a position in GGG in Q2 2013 and held it in 22 quarters. The position peaked at $298K in Q2 2018. 553 funds tracked by Wall St. Rank hold GGG as of Q1 2023.

Plante Moran Financial Advisors reported no remaining Graco position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 120 Graco shares in Q1 2023, an estimated $8.07K.
Plante Moran Financial Advisors first reported a position in Graco in Q2 2013 and held it in 22 quarters.
Plante Moran Financial Advisors's Graco position peaked at $298K in Q2 2018.
553 funds tracked by Wall St. Rank held Graco as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.