SW
GGG icon

SVB Wealth’s Graco GGG Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,830
Closed -$207K – 956
2023
Q1 		$207K Buy
+2,830
New +$197K ﹤0.01% 872
2019
Q4 		– Sell
-5,010
Closed -$231K – 662
2019
Q3 		$231K Sell
5,010
-90
-2% -$4.25K ﹤0.01% 466
2019
Q2 		$256K Hold
5,100
– – 0.01% 463
2019
Q1 		$253K Hold
5,100
– – 0.01% 355
2018
Q4 		$213K Hold
5,100
– – 0.01% 374
2018
Q3 		$236K Hold
5,100
– – 0.01% 398
2018
Q2 		$231K Hold
5,100
– – 0.01% 402
2018
Q1 		$233K Hold
5,100
– – 0.01% 403
2017
Q4 		$231K Hold
5,100
– – 0.01% 437
2017
Q3 		$210K Buy
+5,100
New +$194K 0.01% 433
2016
Q3 		– Sell
-8,415
Closed -$222K – 524
2016
Q2 		$222K Sell
8,415
-3,945
-32% -$106K 0.01% 470
2016
Q1 		$346K Sell
12,360
-2,055
-14% -$51.3K 0.01% 420
2015
Q4 		$346K Sell
14,415
-5,025
-26% -$121K 0.01% 439
2015
Q3 		$434K Sell
19,440
-7,392
-28% -$170K 0.02% 432
2015
Q2 		$635K Sell
26,832
-1,650
-6% -$39.8K 0.02% 391
2015
Q1 		$685K Buy
28,482
+1,710
+6% +$42.6K 0.02% 362
2014
Q4 		$716K Buy
+26,772
New +$688K 0.02% 353

Other funds holding GGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return