Sequoia Financial Advisors, LLC GGB GERDAU SA

Ownership history in Sequoia Financial Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported GERDAU SA (GGB) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows GGB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in GERDAU SA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GGB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sequoia Financial Advisors, LLC held GGB — position size vs. price
% of Fund (quarterly)    GGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 82,870 +6,376 +8.3% 0.00% $335K 2026-07-17 $4.74
2026 Q1 ADDED 76,494 +4,151 +5.7% 0.00% $276K 2026-04-30 $4.54
2025 Q4 ADDED 72,343 +7,608 +11.8% 0.00% $267K 2026-02-03 $4.35
2025 Q3 ADDED 64,735 +4,189 +6.9% 0.00% $201K 2025-10-29 $3.55
2025 Q2 ADDED 60,546 +47,485 +363.6% 0.00% $177K 2025-07-25 $2.99
2025 Q1 REDUCED 46.4% +3.6% 13,061 -11,310 -46.4% 0.00% $37K 2025-04-23 $2.52
2024 Q4 REDUCED 8.0% -0.7% 24,371 -2,128 -8.0% 0.00% $70K 2025-02-07 $2.75
2024 Q3 REDUCED 12.6% -15.9% 26,499 -3,809 -12.6% 0.00% $93K 2024-10-21 $3.04
2024 Q2 ADDED 30,308 +6,558 +27.6% 0.00% $100K 2024-07-15 $3.21
2024 Q1 ADDED 23,750 +516 +2.2% 0.00% $105K 2024-04-30 $3.25
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sequoia Financial Advisors, LLC and GGB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning GGB?

Sequoia Financial Advisors, LLC reported GGB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GGB position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for GGB was 0.00% in 2026 Q2.

What is the latest reported GGB position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 82,870 shares, equal to 0.00% of portfolio, with an estimated market value of $335K.

What does the chart on this GGB ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly GGB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their GGB position?

Based on 13F filing dates vs. subsequent GGB price moves, Sequoia Financial Advisors, LLC correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on GGB relative to SPY over the holding period was -7.7%.

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