Reinhart Partners’s GrafTech EAF Stock Holding History

Reinhart Partners’s Portfolio EAF Stock Details EAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-54,481	Closed	-$4.35M	–	77
2020 Q2	$4.35M	Buy	54,481 +5,824	+12%	+$437K	0.33%	73
2020 Q1	$3.95M	Sell	48,657 -27,936	-36%	-$2.69M	0.38%	71
2019 Q4	$8.9M	Buy	76,593 +35,972	+89%	+$4.52M	0.65%	60
2019 Q3	$5.2M	Buy	40,621 +17	+0%	+$2.02K	0.48%	56
2019 Q2	$4.67M	Buy	40,604 +6,854	+20%	+$804K	0.41%	64
2019 Q1	$4.32M	Buy	33,750 +11,986	+55%	+$1.59M	0.4%	60
2018 Q4	$2.49M	Buy	21,764 +5,915	+37%	+$903K	0.27%	67
2018 Q3	$3.09M	Buy	+15,849	New	+$2.99M	0.28%	60

Other funds holding EAF

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

ICP

Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Reinhart Partners's EAF Position: Q3 2020 in Review

Reinhart Partners sold out of GrafTech (EAF) in Q3 2020, closing a stake of 54,481 shares — an estimated $4.35M sold.

Reinhart Partners first reported a position in EAF in Q3 2018 and held it in 8 quarters. The position peaked at $8.9M in Q4 2019. 186 funds tracked by Wall St. Rank hold EAF as of Q3 2020.

Reinhart Partners reported no remaining GrafTech position as of Q3 2020 after selling out during the quarter.
Reinhart Partners sold 54,481 GrafTech shares in Q3 2020, an estimated $4.35M.
Reinhart Partners first reported a position in GrafTech in Q3 2018 and held it in 8 quarters.
Reinhart Partners's GrafTech position peaked at $8.9M in Q4 2019.
186 funds tracked by Wall St. Rank held GrafTech as of Q3 2020.

Based on Reinhart Partners's 13F filing for Q3 2020, filed 20 Oct 2020.