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Tradition Wealth Management’s Graco GGG Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-705
Closed -$61K – 699
2023
Q4 		$61K Buy
705
+1
+0.1% +$79 0.01% 580
2023
Q3 		$51K Sell
704
-150
-18% -$11.9K 0.01% 598
2023
Q2 		$74K Hold
854
– – 0.01% 530
2023
Q1 		$62K Buy
854
+1
+0.1% +$69 0.01% 561
2022
Q4 		$57K Hold
853
– – 0.01% 501
2022
Q3 		$51K Hold
853
– – 0.01% 505
2022
Q2 		$51K Buy
853
+1
+0.1% +$63 0.01% 455
2022
Q1 		$59K Hold
852
– – 0.01% 471
2021
Q4 		$69K Buy
852
+102
+14% +$7.74K 0.01% 465
2021
Q3 		$52K Sell
750
-104
-12% -$7.98K 0.01% 495
2021
Q2 		$65K Hold
854
– – 0.01% 473
2021
Q1 		$61K Buy
854
+104
+14% +$7.38K 0.01% 395
2020
Q4 		$54K Buy
+750
New +$50.2K 0.01% 400

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Tradition Wealth Management's GGG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Graco (GGG) in Q1 2024, closing a stake of 705 shares — an estimated $61K sold.

Tradition Wealth Management first reported a position in GGG in Q4 2020 and held it in 13 quarters. The position peaked at $74K in Q2 2023. 667 funds tracked by Wall St. Rank hold GGG as of Q1 2024.

  • Tradition Wealth Management reported no remaining Graco position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 705 Graco shares in Q1 2024, an estimated $61K.
  • Tradition Wealth Management first reported a position in Graco in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Graco position peaked at $74K in Q2 2023.
  • 667 funds tracked by Wall St. Rank held Graco as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.