SkyOak Wealth’s W.W. Grainger GWW Stock Holding History

SkyOak Wealth’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
2020 Q2	–	Sell	-1,591	Closed	-$395K	–	248
2020 Q1	$395K	Sell	1,591 -2,259	-59%	-$668K	0.2%	120
2019 Q4	$1.3M	Buy	+3,850	New	+$1.22M	0.4%	59

Other funds holding GWW

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SkyOak Wealth's GWW Position: Q2 2020 in Review

SkyOak Wealth sold out of W.W. Grainger (GWW) in Q2 2020, closing a stake of 1,591 shares — an estimated $395K sold.

SkyOak Wealth first reported a position in GWW in Q4 2019 and held it in 2 quarters. The position peaked at $1.3M in Q4 2019. 692 funds tracked by Wall St. Rank hold GWW as of Q2 2020.

SkyOak Wealth reported no remaining W.W. Grainger position as of Q2 2020 after selling out during the quarter.
SkyOak Wealth sold 1,591 W.W. Grainger shares in Q2 2020, an estimated $395K.
SkyOak Wealth first reported a position in W.W. Grainger in Q4 2019 and held it in 2 quarters.
SkyOak Wealth's W.W. Grainger position peaked at $1.3M in Q4 2019.
692 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.