B
BV icon

Bailard’s BrightView Holdings BV Stock Holding History

Bailard’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,200
Closed -$230K – 762
2025
Q3 		$230K Buy
17,200
+200
+1% +$2.97K 0.01% 697
2025
Q2 		$283K Sell
17,000
-2,200
-11% -$32.9K 0.01% 617
2025
Q1 		$247K Buy
19,200
+8,700
+83% +$125K 0.01% 634
2024
Q4 		$168K Sell
10,500
-20,800
-66% -$346K ﹤0.01% 701
2024
Q3 		$493K Hold
31,300
– – 0.01% 470
2024
Q2 		$416K Hold
31,300
– – 0.01% 484
2024
Q1 		$372K Buy
31,300
+1,800
+6% +$16.4K 0.01% 525
2023
Q4 		$248K Buy
+29,500
New +$225K 0.01% 610

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return