WAM
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WNY Asset Management’s Graham Corp GHM Stock Holding History

WNY Asset Management’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-41,550
Closed -$400K – 190
2022
Q4 		$400K Buy
41,550
+31,000
+294% +$287K 0.11% 129
2022
Q3 		$92K Buy
+10,550
New +$88.2K 0.03% 159

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

WNY Asset Management's GHM Position: Q1 2023 in Review

WNY Asset Management sold out of Graham Corp (GHM) in Q1 2023, closing a stake of 41,550 shares — an estimated $400K sold.

WNY Asset Management first reported a position in GHM in Q3 2022 and held it in 2 quarters. The position peaked at $400K in Q4 2022. 65 funds tracked by Wall St. Rank hold GHM as of Q1 2023.

  • WNY Asset Management reported no remaining Graham Corp position as of Q1 2023 after selling out during the quarter.
  • WNY Asset Management sold 41,550 Graham Corp shares in Q1 2023, an estimated $400K.
  • WNY Asset Management first reported a position in Graham Corp in Q3 2022 and held it in 2 quarters.
  • WNY Asset Management's Graham Corp position peaked at $400K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Graham Corp as of Q1 2023.

Based on WNY Asset Management's 13F filing for Q1 2023, filed 2 May 2023.