Sheets Smith Wealth Management’s The Greenbrier Companies GBX Stock Holding History

Sheets Smith Wealth Management’s Portfolio GBX Stock Details GBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,886	Closed	-$435K	–	392
2023 Q3	$435K	Buy	10,886 +313	+3%	+$13.4K	0.07%	216
2023 Q2	$401K	Sell	10,573 -650	-6%	-$19.2K	0.06%	234
2023 Q1	$361K	Buy	11,223 +7	+0.1%	+$212	0.06%	242
2022 Q4	$376K	Buy	11,216 +6	+0.1%	+$200	0.06%	228
2022 Q3	$272K	Buy	11,210 +6	+0.1%	+$181	0.05%	254
2022 Q2	$403K	Buy	11,204 +5	+0%	+$209	0.07%	212
2022 Q1	$577K	Buy	11,199 +5	+0%	+$225	0.08%	197
2021 Q4	$514K	Buy	11,194 +6,052	+118%	+$262K	0.06%	230
2021 Q3	$221K	Hold	5,142	–	–	0.03%	341
2021 Q2	$224K	Hold	5,142	–	–	0.03%	338
2021 Q1	$243K	Buy	+5,142	New	+$220K	0.04%	299
2019 Q1	–	Sell	-5,983	Closed	-$237K	–	319
2018 Q4	$237K	Sell	5,983 -164	-3%	-$8.08K	0.06%	252
2018 Q3	$369K	Buy	6,147 +69	+1%	+$3.98K	0.08%	265
2018 Q2	$321K	Buy	6,078 +694	+13%	+$33.1K	0.08%	256
2018 Q1	$271K	Buy	5,384 +60	+1%	+$3.05K	0.07%	270
2017 Q4	$284K	Hold	5,324	–	–	0.07%	273
2017 Q3	$256K	Hold	5,324	–	–	0.06%	277
2017 Q2	$246K	Hold	5,324	–	–	0.07%	268
2017 Q1	$229K	Hold	5,324	–	–	0.06%	267
2016 Q4	$221K	Buy	+5,324	New	+$199K	0.06%	259
2015 Q3	–	Sell	-5,014	Closed	-$235K	–	221
2015 Q2	$235K	Buy	5,014 +140	+3%	+$8.36K	0.06%	214
2015 Q1	$283K	Sell	4,874 -1,950	-29%	-$108K	0.08%	193
2014 Q4	$367K	Buy	6,824 +1,950	+40%	+$110K	0.1%	184
2014 Q3	$358K	Buy	4,874 +115	+2%	+$7.88K	0.1%	182
2014 Q2	$274K	Sell	4,759 -375	-7%	-$19.6K	0.07%	208
2014 Q1	$234K	Buy	+5,134	New	+$203K	0.07%	216

Other funds holding GBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheets Smith Wealth Management's GBX Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of The Greenbrier Companies (GBX) in Q4 2023, closing a stake of 10,886 shares — an estimated $435K sold.

Sheets Smith Wealth Management first reported a position in GBX in Q1 2014 and held it in 26 quarters. The position peaked at $577K in Q1 2022. 209 funds tracked by Wall St. Rank hold GBX as of Q4 2023.

Sheets Smith Wealth Management reported no remaining The Greenbrier Companies position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,886 The Greenbrier Companies shares in Q4 2023, an estimated $435K.
Sheets Smith Wealth Management first reported a position in The Greenbrier Companies in Q1 2014 and held it in 26 quarters.
Sheets Smith Wealth Management's The Greenbrier Companies position peaked at $577K in Q1 2022.
209 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.