Atom Investors’s Brunswick BC Stock Holding History

Atom Investors’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.96M	Sell	81,955 -35,748	-30%	-$2.88M	0.43%	54
2025 Q4	$8.74M	Sell	117,703 -17,735	-13%	-$1.2M	0.69%	21
2025 Q3	$8.57M	Sell	135,438 -39,095	-22%	-$2.43M	0.65%	22
2025 Q2	$9.64M	Sell	174,533 -49,945	-22%	-$2.52M	0.85%	13
2025 Q1	$12.1M	Buy	224,478 +129,969	+138%	+$8.14M	1.49%	5
2024 Q4	$6.11M	Buy	94,509 +41,259	+77%	+$3.24M	0.76%	19
2024 Q3	$4.46M	Buy	53,250 +4,043	+8%	+$314K	0.47%	59
2024 Q2	$3.58M	Buy	49,207 +24,289	+97%	+$1.98M	0.36%	90
2024 Q1	$2.41M	Buy	24,918 +11,434	+85%	+$1M	0.3%	98
2023 Q4	$1.3M	Buy	13,484 +8,858	+191%	+$704K	0.23%	147
2023 Q3	$365K	Sell	4,626 -1,114	-19%	-$91.8K	0.08%	286
2023 Q2	$497K	Buy	5,740 +2,320	+68%	+$189K	0.19%	107
2023 Q1	$280K	Buy	+3,420	New	+$283K	0.15%	161
2019 Q2	–	Sell	-24,772	Closed	-$1.25M	–	410
2019 Q1	$1.25M	Sell	24,772 -1,232	-5%	-$62.1K	0.11%	160
2018 Q4	$1.21M	Buy	+26,004	New	+$1.39M	0.12%	300

Other funds holding BC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return