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Richardson Financial Services’s Greif GEF Stock Holding History

Richardson Financial Services’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-165
Closed -$9.48K – 631
2024
Q3 		$9.48K Hold
165
– – 0.01% 403
2024
Q2 		$9.48K Buy
+165
New +$10.4K 0.01% 387

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Richardson Financial Services's GEF Position: Q4 2024 in Review

Richardson Financial Services sold out of Greif (GEF) in Q4 2024, closing a stake of 165 shares — an estimated $9.48K sold.

Richardson Financial Services first reported a position in GEF in Q2 2024 and held it in 2 quarters. The position peaked at $9.48K in Q3 2024. 250 funds tracked by Wall St. Rank hold GEF as of Q4 2024.

  • Richardson Financial Services reported no remaining Greif position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 165 Greif shares in Q4 2024, an estimated $9.48K.
  • Richardson Financial Services first reported a position in Greif in Q2 2024 and held it in 2 quarters.
  • Richardson Financial Services's Greif position peaked at $9.48K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Greif as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.