Valeo Financial Advisors’s Graham Holdings Company GHC Stock Holding History

Valeo Financial Advisors’s Portfolio GHC Stock Details GHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-4	Closed	-$1K	–	1792
2020 Q2	$1K	Buy	4 +1	+33%	+$352	﹤0.01%	1878
2020 Q1	$1K	Sell	3 -112	-97%	-$56.9K	﹤0.01%	1650
2019 Q4	$73K	Hold	115	–	–	0.01%	525
2019 Q3	$76K	Hold	115	–	–	0.01%	492
2019 Q2	$79K	Hold	115	–	–	0.01%	479
2019 Q1	$79K	Hold	115	–	–	0.01%	458
2018 Q4	$74K	Hold	115	–	–	0.01%	425
2018 Q3	$67K	Buy	+115	New	+$65.3K	0.01%	489

Other funds holding GHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Valeo Financial Advisors's GHC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Graham Holdings Company (GHC) in Q3 2020, closing a stake of 4 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in GHC in Q3 2018 and held it in 8 quarters. The position peaked at $79K in Q2 2019. 236 funds tracked by Wall St. Rank hold GHC as of Q3 2020.

Valeo Financial Advisors reported no remaining Graham Holdings Company position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 4 Graham Holdings Company shares in Q3 2020, an estimated $1K.
Valeo Financial Advisors first reported a position in Graham Holdings Company in Q3 2018 and held it in 8 quarters.
Valeo Financial Advisors's Graham Holdings Company position peaked at $79K in Q2 2019.
236 funds tracked by Wall St. Rank held Graham Holdings Company as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.