Steward Partners Investment Advisory’s Greif GEF Stock Holding History

Steward Partners Investment Advisory’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
2022 Q4	–	Sell	-500	Closed	-$30K	–	3404
2022 Q3	$30K	Buy	+500	New	+$33.3K	﹤0.01%	2025
2020 Q3	–	Sell	-250	Closed	-$9K	–	2780
2020 Q2	$9K	Hold	250	–	–	﹤0.01%	2070
2020 Q1	$7K	Hold	250	–	–	﹤0.01%	1962
2019 Q4	$11K	Hold	250	–	–	﹤0.01%	1977
2019 Q3	$9K	Hold	250	–	–	﹤0.01%	2034
2019 Q2	$8K	Buy	+250	New	+$9.3K	﹤0.01%	2069
2018 Q4	–	Sell	-43	Closed	-$2K	–	1298
2018 Q3	$2K	Hold	43	–	–	﹤0.01%	2364
2018 Q2	$2K	Hold	43	–	–	﹤0.01%	2217
2018 Q1	$2K	Sell	43 -51	-54%	-$2.88K	﹤0.01%	2004
2017 Q4	$5K	Hold	94	–	–	﹤0.01%	1505
2017 Q3	$5K	Hold	94	–	–	﹤0.01%	1290
2017 Q2	$5K	Hold	94	–	–	﹤0.01%	1218
2017 Q1	$5K	Buy	+94	New	+$5.22K	﹤0.01%	1117

Other funds holding GEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Steward Partners Investment Advisory's GEF Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Greif (GEF) in Q4 2022, closing a stake of 500 shares — an estimated $30K sold.

Steward Partners Investment Advisory first reported a position in GEF in Q1 2017 and held it in 13 quarters. The position peaked at $30K in Q3 2022. 246 funds tracked by Wall St. Rank hold GEF as of Q4 2022.

Steward Partners Investment Advisory reported no remaining Greif position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 500 Greif shares in Q4 2022, an estimated $30K.
Steward Partners Investment Advisory first reported a position in Greif in Q1 2017 and held it in 13 quarters.
Steward Partners Investment Advisory's Greif position peaked at $30K in Q3 2022.
246 funds tracked by Wall St. Rank held Greif as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.