SFC
EAF icon

Strategic Financial Concepts’s GrafTech EAF Stock Holding History

Strategic Financial Concepts’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,179
Closed -$43.9K – 777
2024
Q1 		$43.9K Sell
3,179
-874
-22% -$13.6K 0.01% 310
2023
Q4 		$88.8K Buy
4,053
+2,901
+252% +$82K 0.05% 143
2023
Q3 		$44.1K Buy
+1,152
New +$48.1K 0.01% 265

Other funds holding EAF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Financial Concepts's EAF Position: Q2 2024 in Review

Strategic Financial Concepts sold out of GrafTech (EAF) in Q2 2024, closing a stake of 3,179 shares — an estimated $43.9K sold.

Strategic Financial Concepts first reported a position in EAF in Q3 2023 and held it in 3 quarters. The position peaked at $88.8K in Q4 2023. 133 funds tracked by Wall St. Rank hold EAF as of Q2 2024.

  • Strategic Financial Concepts reported no remaining GrafTech position as of Q2 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,179 GrafTech shares in Q2 2024, an estimated $43.9K.
  • Strategic Financial Concepts first reported a position in GrafTech in Q3 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's GrafTech position peaked at $88.8K in Q4 2023.
  • 133 funds tracked by Wall St. Rank held GrafTech as of Q2 2024.

Based on Strategic Financial Concepts's 13F filing for Q2 2024, filed 6 Aug 2024.