BAMCO Inc
SMWB icon

BAMCO Inc’s Similarweb SMWB Stock Holding History

BAMCO Inc’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-53,951
Closed -$350K – 346
2023
Q3 		$350K Buy
53,951
+993
+2% +$6.5K ﹤0.01% 314
2023
Q2 		$347K Sell
52,958
-677
-1% -$4.11K ﹤0.01% 324
2023
Q1 		$363K Sell
53,635
-75,252
-58% -$482K ﹤0.01% 342
2022
Q4 		$829K Sell
128,887
-411,012
-76% -$2.35M ﹤0.01% 335
2022
Q3 		$3.16M Sell
539,899
-196,647
-27% -$1.63M 0.01% 297
2022
Q2 		$6.08M Sell
736,546
-426,028
-37% -$4.49M 0.02% 275
2022
Q1 		$15.1M Sell
1,162,574
-179,226
-13% -$2.55M 0.04% 255
2021
Q4 		$24M Buy
1,341,800
+805,858
+150% +$14.8M 0.05% 243
2021
Q3 		$11.2M Buy
535,942
+17,980
+3% +$391K 0.03% 295
2021
Q2 		$10.2M Buy
+517,962
New +$10.7M 0.02% 299

Other funds holding SMWB

N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
AFT
Alpha Family Trust Los Angeles, California $206M AUM 35.6% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
OWP
Old Well Partners Charlotte, North Carolina $4.55M AUM 27.75% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return

BAMCO Inc's SMWB Position: Q4 2023 in Review

BAMCO Inc sold out of Similarweb (SMWB) in Q4 2023, closing a stake of 53,951 shares — an estimated $350K sold.

BAMCO Inc first reported a position in SMWB in Q2 2021 and held it in 10 quarters. The position peaked at $24M in Q4 2021. 54 funds tracked by Wall St. Rank hold SMWB as of Q4 2023.

  • BAMCO Inc reported no remaining Similarweb position as of Q4 2023 after selling out during the quarter.
  • BAMCO Inc sold 53,951 Similarweb shares in Q4 2023, an estimated $350K.
  • BAMCO Inc first reported a position in Similarweb in Q2 2021 and held it in 10 quarters.
  • BAMCO Inc's Similarweb position peaked at $24M in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Similarweb as of Q4 2023.

Based on BAMCO Inc's 13F filing for Q4 2023, filed 14 Feb 2024.