SWM
GHL

Sugarloaf Wealth Management’s Greenhill & Co., Inc. GHL Stock Holding History

Sugarloaf Wealth Management’s Portfolio GHL Stock Details GHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-29
Closed – – 795
2020
Q4 		$0 Hold
29
– – ﹤0.01% 760
2020
Q3 		$0 Hold
29
– – ﹤0.01% 733
2020
Q2 		$0 Hold
29
– – ﹤0.01% 738
2020
Q1 		$0 Hold
29
– – ﹤0.01% 752
2019
Q4 		$0 Buy
+29
New +$471 ﹤0.01% 713

Other funds holding GHL

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CM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sugarloaf Wealth Management's GHL Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of Greenhill & Co., Inc. (GHL) in Q1 2021, closing a stake of 29 shares.

Sugarloaf Wealth Management first reported a position in GHL in Q4 2019 and held it in 5 quarters. The position peaked at $0 in Q4 2020. 111 funds tracked by Wall St. Rank hold GHL as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining Greenhill & Co., Inc. position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 29 Greenhill & Co., Inc. shares in Q1 2021.
  • Sugarloaf Wealth Management first reported a position in Greenhill & Co., Inc. in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's Greenhill & Co., Inc. position peaked at $0 in Q4 2020.
  • 111 funds tracked by Wall St. Rank held Greenhill & Co., Inc. as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.