Safeguard Financial’s W.W. Grainger GWW Stock Holding History

Safeguard Financial’s Portfolio GWW Stock Details GWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2	Closed	-$1K	–	263
2023 Q2	$1K	Buy	+2	New	+$1.38K	﹤0.01%	530

Other funds holding GWW

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Safeguard Financial's GWW Position: Q3 2023 in Review

Safeguard Financial sold out of W.W. Grainger (GWW) in Q3 2023, closing a stake of 2 shares — an estimated $1K sold.

Safeguard Financial first reported a position in GWW in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold GWW as of Q3 2023.

Safeguard Financial reported no remaining W.W. Grainger position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 2 W.W. Grainger shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in W.W. Grainger in Q2 2023 and held it in 1 quarter.
Safeguard Financial's W.W. Grainger position peaked at $1K in Q2 2023.
1,026 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.