YWP
GWW icon

YorkBridge Wealth Partners’s W.W. Grainger GWW Stock Holding History

YorkBridge Wealth Partners’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-362
Closed -$97K – 369
2019
Q2 		$97K Hold
362
– – 0.04% 290
2019
Q1 		$109K Sell
362
-17
-4% -$5.05K 0.05% 261
2018
Q4 		$107K Buy
379
+30
+9% +$8.92K 0.06% 238
2018
Q3 		$124K Sell
349
-34
-9% -$11.7K 0.06% 245
2018
Q2 		$118K Hold
383
– – 0.05% 264
2018
Q1 		$109K Sell
383
-4
-1% -$1.05K 0.05% 282
2017
Q4 		$98K Sell
387
-30
-7% -$6.2K 0.05% 295
2017
Q3 		$75K Buy
417
+17
+4% +$2.87K 0.04% 328
2017
Q2 		$74K Buy
400
+34
+9% +$6.42K 0.04% 321
2017
Q1 		$70K Buy
366
+165
+82% +$40.6K 0.04% 327
2016
Q4 		$45K Buy
+201
New +$44.8K 0.03% 368

Other funds holding GWW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's GWW Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of W.W. Grainger (GWW) in Q3 2019, closing a stake of 362 shares — an estimated $97K sold.

YorkBridge Wealth Partners first reported a position in GWW in Q4 2016 and held it in 11 quarters. The position peaked at $124K in Q3 2018. 627 funds tracked by Wall St. Rank hold GWW as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining W.W. Grainger position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 362 W.W. Grainger shares in Q3 2019, an estimated $97K.
  • YorkBridge Wealth Partners first reported a position in W.W. Grainger in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's W.W. Grainger position peaked at $124K in Q3 2018.
  • 627 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.