Altshuler Shaham’s Barclays BCS Stock Holding History

Altshuler Shaham’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-88,000	Closed	-$1.17M	–	318
2024 Q4	$1.17M	Hold	88,000	–	–	0.04%	51
2024 Q3	$1.07M	Buy	88,000 +80,000	+1,000%	+$937K	0.06%	48
2024 Q2	$85.7K	Hold	8,000	–	–	﹤0.01%	96
2024 Q1	$75.6K	Hold	8,000	–	–	﹤0.01%	89
2023 Q4	$63K	Hold	8,000	–	–	﹤0.01%	103
2023 Q3	$62.3K	Hold	8,000	–	–	﹤0.01%	128
2023 Q2	$62.9K	Buy	8,000 +4,000	+100%	+$31K	﹤0.01%	162
2023 Q1	$28.8K	Buy	4,000 +2,000	+100%	+$16.5K	﹤0.01%	290
2022 Q4	$15.6K	Hold	2,000	–	–	﹤0.01%	374
2022 Q3	$13K	Buy	+2,000	New	+$15.4K	﹤0.01%	405

Other funds holding BCS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

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

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return