SFA
GEF icon

Sequoia Financial Advisors’s Greif GEF Stock Holding History

Sequoia Financial Advisors’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
2026
Q1 		$1.19M Buy
17,717
+11,670
+193% +$826K 0.01% 819
2025
Q4 		$409K Buy
+6,047
New +$379K ﹤0.01% 1388
2024
Q1 		– Sell
-3,489
Closed -$229K – 1224
2023
Q4 		$229K Buy
+3,489
New +$230K ﹤0.01% 1044
2021
Q2 		– Sell
-24,046
Closed -$1.37M – 483
2021
Q1 		$1.37M Sell
24,046
-26,165
-52% -$1.35M 0.06% 163
2020
Q4 		$2.35M Buy
50,211
+3,944
+9% +$179K 0.11% 112
2020
Q3 		$1.68M Buy
46,267
+7,180
+18% +$265K 0.09% 118
2020
Q2 		$1.34M Buy
39,087
+4,310
+12% +$142K 0.08% 124
2020
Q1 		$1.08M Buy
34,777
+2,090
+6% +$79.2K 0.08% 112
2019
Q4 		$1.45M Buy
32,687
+24,402
+295% +$1.01M 0.09% 117
2019
Q3 		$314K Buy
+8,285
New +$289K 0.02% 270

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return