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Sierra Summit Advisors’s The Greenbrier Companies GBX Stock Holding History

Sierra Summit Advisors’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
2024
Q3 		– Sell
-13,152
Closed -$652K – 146
2024
Q2 		$652K Buy
13,152
+2,917
+29% +$151K 0.16% 77
2024
Q1 		$533K Buy
+10,235
New +$492K 0.15% 94

Other funds holding GBX

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Summit Advisors's GBX Position: Q3 2024 in Review

Sierra Summit Advisors sold out of The Greenbrier Companies (GBX) in Q3 2024, closing a stake of 13,152 shares — an estimated $652K sold.

Sierra Summit Advisors first reported a position in GBX in Q1 2024 and held it in 2 quarters. The position peaked at $652K in Q2 2024. 252 funds tracked by Wall St. Rank hold GBX as of Q3 2024.

  • Sierra Summit Advisors reported no remaining The Greenbrier Companies position as of Q3 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 13,152 The Greenbrier Companies shares in Q3 2024, an estimated $652K.
  • Sierra Summit Advisors first reported a position in The Greenbrier Companies in Q1 2024 and held it in 2 quarters.
  • Sierra Summit Advisors's The Greenbrier Companies position peaked at $652K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q3 2024.

Based on Sierra Summit Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.