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SS&H Financial Advisors’s Graco GGG Stock Holding History

SS&H Financial Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,917
Closed -$213K – 117
2023
Q3 		$213K Buy
+2,917
New +$230K 0.1% 115
2023
Q1 		$234K Sell
3,209
-265
-8% -$18.4K 0.11% 115
2022
Q4 		$234K Sell
3,474
-1,050
-23% -$70K 0.11% 110
2022
Q3 		$271K Sell
4,524
-933
-17% -$59.9K 0.14% 108
2022
Q2 		$324K Hold
5,457
– – 0.15% 104
2022
Q1 		$380K Buy
+5,457
New +$393K 0.15% 107

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

SS&H Financial Advisors's GGG Position: Q4 2023 in Review

SS&H Financial Advisors sold out of Graco (GGG) in Q4 2023, closing a stake of 2,917 shares — an estimated $213K sold.

SS&H Financial Advisors first reported a position in GGG in Q1 2022 and held it in 6 quarters. The position peaked at $380K in Q1 2022. 632 funds tracked by Wall St. Rank hold GGG as of Q4 2023.

  • SS&H Financial Advisors reported no remaining Graco position as of Q4 2023 after selling out during the quarter.
  • SS&H Financial Advisors sold 2,917 Graco shares in Q4 2023, an estimated $213K.
  • SS&H Financial Advisors first reported a position in Graco in Q1 2022 and held it in 6 quarters.
  • SS&H Financial Advisors's Graco position peaked at $380K in Q1 2022.
  • 632 funds tracked by Wall St. Rank held Graco as of Q4 2023.

Based on SS&H Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.