UCFA
GRFS icon

United Capital Financial Advisors’s Grifois GRFS Stock Holding History

United Capital Financial Advisors’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,657
Closed -$79.3K – 1086
2024
Q4 		$79.3K Sell
10,657
-1,597
-13% -$13.3K ﹤0.01% 1048
2024
Q3 		$109K Buy
+12,254
New +$99.8K ﹤0.01% 1031
2021
Q4 		– Sell
-23,148
Closed -$338K – 1222
2021
Q3 		$338K Sell
23,148
-1,391
-6% -$21K ﹤0.01% 968
2021
Q2 		$426K Sell
24,539
-512,630
-95% -$9.18M ﹤0.01% 912
2021
Q1 		$9.29M Sell
537,169
-42,341
-7% -$732K 0.05% 272
2020
Q4 		$10.7M Sell
579,510
-45,280
-7% -$839K 0.06% 248
2020
Q3 		$10.8M Sell
624,790
-135,376
-18% -$2.39M 0.07% 236
2020
Q2 		$13.9M Buy
760,166
+4,072
+0.5% +$80.8K 0.1% 204
2020
Q1 		$15.2M Sell
756,094
-12,708
-2% -$285K 0.13% 178
2019
Q4 		$17.9M Buy
768,802
+36,507
+5% +$795K 0.12% 219
2019
Q3 		$14.7M Buy
732,295
+3,198
+0.4% +$68.6K 0.1% 235
2019
Q2 		$15M Buy
729,097
+32,611
+5% +$622K 0.1% 227
2019
Q1 		$14M Buy
696,486
+24,578
+4% +$470K 0.1% 233
2018
Q4 		$12.3M Sell
671,908
-66,891
-9% -$1.33M 0.1% 223
2018
Q3 		$15.8M Buy
738,799
+584,139
+378% +$12.3M 0.11% 208
2018
Q2 		$3.33M Buy
154,660
+3,485
+2% +$76.1K 0.02% 490
2018
Q1 		$3.21M Buy
151,175
+114,929
+317% +$2.62M 0.02% 484
2017
Q4 		$831K Buy
36,246
+5,552
+18% +$123K 0.01% 838
2017
Q3 		$672K Buy
30,694
+6,099
+25% +$127K 0.01% 881
2017
Q2 		$520K Buy
+24,595
New +$515K ﹤0.01% 913
2015
Q2 		– Sell
-83,600
Closed -$1.33M – 1279
2015
Q1 		$1.33M Buy
83,600
+22,222
+36% +$372K 0.02% 664
2014
Q4 		$1.04M Buy
61,378
+15,496
+34% +$267K 0.02% 640
2014
Q3 		$806K Buy
45,882
+20,322
+80% +$395K 0.01% 667
2014
Q2 		$563K Buy
+25,560
New +$535K 0.01% 663

Other funds holding GRFS

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

United Capital Financial Advisors's GRFS Position: Q1 2025 in Review

United Capital Financial Advisors sold out of Grifois (GRFS) in Q1 2025, closing a stake of 10,657 shares — an estimated $79.3K sold.

United Capital Financial Advisors first reported a position in GRFS in Q2 2014 and held it in 24 quarters. The position peaked at $17.9M in Q4 2019. 148 funds tracked by Wall St. Rank hold GRFS as of Q1 2025.

  • United Capital Financial Advisors reported no remaining Grifois position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,657 Grifois shares in Q1 2025, an estimated $79.3K.
  • United Capital Financial Advisors first reported a position in Grifois in Q2 2014 and held it in 24 quarters.
  • United Capital Financial Advisors's Grifois position peaked at $17.9M in Q4 2019.
  • 148 funds tracked by Wall St. Rank held Grifois as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.