Valeo Financial Advisors’s Graco GGG Stock Holding History

Valeo Financial Advisors’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
2021 Q4	–	Sell	-2,950	Closed	-$206K	–	609
2021 Q3	$206K	Buy	+2,950	New	+$226K	0.01%	495
2021 Q2	–	Sell	-2,591	Closed	-$186K	–	1020
2021 Q1	$186K	Hold	2,591	–	–	0.01%	457
2020 Q4	$187K	Hold	2,591	–	–	0.01%	432
2020 Q3	$159K	Hold	2,591	–	–	0.01%	367
2020 Q2	$124K	Hold	2,591	–	–	0.01%	439
2020 Q1	$124K	Sell	2,591 -1,112	-30%	-$57K	0.01%	375
2019 Q4	$193K	Hold	3,703	–	–	0.02%	330
2019 Q3	$170K	Sell	3,703 -538	-13%	-$25.4K	0.02%	329
2019 Q2	$213K	Hold	4,241	–	–	0.02%	275
2019 Q1	$210K	Hold	4,241	–	–	0.03%	267
2018 Q4	$177K	Sell	4,241 -712	-14%	-$29.8K	0.02%	273
2018 Q3	$201K	Hold	4,953	–	–	0.03%	273
2018 Q2	$228K	Sell	4,953 -249	-5%	-$11.4K	0.03%	263
2018 Q1	$238K	Buy	+5,202	New	+$237K	0.04%	233

Other funds holding GGG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Valeo Financial Advisors's GGG Position: Q4 2021 in Review

Valeo Financial Advisors sold out of Graco (GGG) in Q4 2021, closing a stake of 2,950 shares — an estimated $206K sold.

Valeo Financial Advisors first reported a position in GGG in Q1 2018 and held it in 14 quarters. The position peaked at $238K in Q1 2018. 548 funds tracked by Wall St. Rank hold GGG as of Q4 2021.

Valeo Financial Advisors reported no remaining Graco position as of Q4 2021 after selling out during the quarter.
Valeo Financial Advisors sold 2,950 Graco shares in Q4 2021, an estimated $206K.
Valeo Financial Advisors first reported a position in Graco in Q1 2018 and held it in 14 quarters.
Valeo Financial Advisors's Graco position peaked at $238K in Q1 2018.
548 funds tracked by Wall St. Rank held Graco as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.