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Ritholtz Wealth Management’s Greif GEF Stock Holding History

Ritholtz Wealth Management’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
Q2 		– Sell
-4,919
Closed -$340K – 840
2024
Q1 		$340K Sell
4,919
-7,622
-61% -$486K 0.01% 605
2023
Q4 		$823K Sell
12,541
-2,883
-19% -$190K 0.03% 370
2023
Q3 		$1.03M Sell
15,424
-1,264
-8% -$89.6K 0.05% 273
2023
Q2 		$1.15M Buy
16,688
+7,607
+84% +$489K 0.05% 238
2023
Q1 		$575K Buy
9,081
+5,286
+139% +$354K 0.03% 372
2022
Q4 		$255K Buy
+3,795
New +$256K 0.01% 489

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ritholtz Wealth Management's GEF Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of Greif (GEF) in Q2 2024, closing a stake of 4,919 shares — an estimated $340K sold.

Ritholtz Wealth Management first reported a position in GEF in Q4 2022 and held it in 6 quarters. The position peaked at $1.15M in Q2 2023. 244 funds tracked by Wall St. Rank hold GEF as of Q2 2024.

  • Ritholtz Wealth Management reported no remaining Greif position as of Q2 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,919 Greif shares in Q2 2024, an estimated $340K.
  • Ritholtz Wealth Management first reported a position in Greif in Q4 2022 and held it in 6 quarters.
  • Ritholtz Wealth Management's Greif position peaked at $1.15M in Q2 2023.
  • 244 funds tracked by Wall St. Rank held Greif as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.