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Robertson Stephens Wealth Management’s Greif GEF Stock Holding History

Robertson Stephens 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
2025
Q1 		– Sell
-5,541
Closed -$342K – 564
2024
Q4 		$342K Buy
5,541
+221
+4% +$14.4K 0.01% 438
2024
Q3 		$333K Buy
+5,320
New +$326K 0.01% 504

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Robertson Stephens Wealth Management's GEF Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Greif (GEF) in Q1 2025, closing a stake of 5,541 shares — an estimated $342K sold.

Robertson Stephens Wealth Management first reported a position in GEF in Q3 2024 and held it in 2 quarters. The position peaked at $342K in Q4 2024. 240 funds tracked by Wall St. Rank hold GEF as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Greif position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,541 Greif shares in Q1 2025, an estimated $342K.
  • Robertson Stephens Wealth Management first reported a position in Greif in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Greif position peaked at $342K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Greif as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.