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Alex Roepers

Atlantic Investment Management

Alex Roepers W. R. Grace & Co stake

total: 128

Atlantic Investment Management GRA trades

Total transactions:
8
New positions:
2
Sold out:
2
Added:
3
Reduced:
1
Held since:
2020 Q1
Held for:
5 quarters
Latest activity:
2021 Q2
According to 2026 Q1 report, Alex Roepers doesn't hold any W. R. Grace & Co (GRA) shares. To date, the estimated cost basis is nearly $49.17 for "buy" trades and estimated average "sell" price is $59.86. Atlantic Investment Management first purchased GRA in 2019 Q3, initially acquiring 18,000 shares. Alex Roepers later completely sold out the position and invested in W. R. Grace & Co again in 2020 Q1. Since the initial investment in W. R. Grace & Co (GRA), Atlantic Investment Management has made 7 more transactions.

When did Alex Roepers sell W. R. Grace & Co (GRA)?

Alex Roepers sold off the entire W. R. Grace & Co (GRA) position in 2021 Q2.

When did Alex Roepers buy W. R. Grace & Co (GRA)?

Alex Roepers first invested in W. R. Grace & Co (GRA) in 2019 Q3 at the reported quarter-end price of $66.78 per share.

What's the cost basis of Atlantic Investment Management's GRA stake?

The estimated cost basis for W. R. Grace & Co (GRA) stake is around $49.17 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$49.17
Weighted AVG sell price:
$59.86

Alex Roepers's historical trades in W. R. Grace & Co

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q2
0.00%
0
$59.86
-100% (-861,122)
-15.95%
2021 Q1
15.95%
861,122
$59.86
$51,547,000
-16.84% (-174,352)
-3.48%
2020 Q4
18.95%
$54.82
+63.12% (+400,668)
2020 Q3
10.92%
$40.29
+84.77% (+291,247)
2020 Q2
8.57%
$50.81
+2,047.24% (+327,559)
2020 Q1
0.32%
$35.62
new
2019 Q4
0.00%
$66.78
-100% (-18,000)
2019 Q3
0.42%
$66.78
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.