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Avalon Investment & Advisory’s Driven Brands DRVN Stock Holding History

Avalon Investment & Advisory’s Portfolio DRVN Stock Details DRVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$3.37M Buy
111,135
+820
+0.7% +$23.2K 0.09% 152
2022
Q4 		$3.01M Sell
110,315
-4,345
-4% -$130K 0.09% 151
2022
Q3 		$3.21M Buy
+114,660
New +$3.53M 0.1% 141

Other funds holding DRVN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

Avalon Investment & Advisory's DRVN Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Driven Brands (DRVN) stake by 0.74% in Q1 2023, buying an estimated $23.2K and bringing the position to 111,135 shares worth $3.37M. The position accounts for 0.09% of the portfolio, ranked #152.

Avalon Investment & Advisory first reported a position in DRVN in Q3 2022 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold DRVN as of Q1 2023.

  • Avalon Investment & Advisory held 111,135 shares of Driven Brands worth $3.37M as of Q1 2023.
  • Avalon Investment & Advisory bought 820 Driven Brands shares in Q1 2023, an estimated $23.2K.
  • Driven Brands made up 0.09% of Avalon Investment & Advisory's portfolio in Q1 2023, its #152 holding.
  • Avalon Investment & Advisory first reported a position in Driven Brands in Q3 2022 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held Driven Brands as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.