AP
BFAM icon

Appleton Partners’s Bright Horizons BFAM Stock Holding History

Appleton Partners’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,927
Closed -$269K – 311
2021
Q3 		$269K Sell
1,927
-280
-13% -$41.1K 0.02% 260
2021
Q2 		$325K Sell
2,207
-2,716
-55% -$406K 0.03% 239
2021
Q1 		$844K Buy
4,923
+651
+15% +$107K 0.08% 159
2020
Q4 		$739K Buy
4,272
+58
+1% +$9.49K 0.07% 161
2020
Q3 		$641K Sell
4,214
-402
-9% -$50.6K 0.07% 166
2020
Q2 		$541K Buy
4,616
+810
+21% +$92.5K 0.06% 172
2020
Q1 		$388K Buy
3,806
+1,881
+98% +$277K 0.05% 190
2019
Q4 		$289K Buy
+1,925
New +$289K 0.03% 247

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Appleton Partners's BFAM Position: Q4 2021 in Review

Appleton Partners sold out of Bright Horizons (BFAM) in Q4 2021, closing a stake of 1,927 shares — an estimated $269K sold.

Appleton Partners first reported a position in BFAM in Q4 2019 and held it in 8 quarters. The position peaked at $844K in Q1 2021. 348 funds tracked by Wall St. Rank hold BFAM as of Q4 2021.

  • Appleton Partners reported no remaining Bright Horizons position as of Q4 2021 after selling out during the quarter.
  • Appleton Partners sold 1,927 Bright Horizons shares in Q4 2021, an estimated $269K.
  • Appleton Partners first reported a position in Bright Horizons in Q4 2019 and held it in 8 quarters.
  • Appleton Partners's Bright Horizons position peaked at $844K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2021.

Based on Appleton Partners's 13F filing for Q4 2021, filed 3 Feb 2022.