Bank Julius Baer & Co
BFAM icon

Bank Julius Baer & Co’s Bright Horizons BFAM Stock Holding History

Bank Julius Baer & Co’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
-1,574
Closed -$219K – 835
2021
Q3 		$219K Buy
1,574
+452
+40% +$66.4K ﹤0.01% 532
2021
Q2 		$165K Buy
+1,122
New +$168K ﹤0.01% 592
2021
Q1 		– Sell
-3,919
Closed -$678K – 822
2020
Q4 		$678K Buy
3,919
+2,229
+132% +$365K 0.01% 402
2020
Q3 		$219K Buy
1,690
+110
+7% +$13.8K ﹤0.01% 491
2020
Q2 		$165K Buy
+1,580
New +$180K ﹤0.01% 492

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

Bank Julius Baer & Co's BFAM Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Bright Horizons (BFAM) in Q4 2021, closing a stake of 1,574 shares — an estimated $219K sold.

Bank Julius Baer & Co first reported a position in BFAM in Q2 2020 and held it in 5 quarters. The position peaked at $678K in Q4 2020. 348 funds tracked by Wall St. Rank hold BFAM as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Bright Horizons position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,574 Bright Horizons shares in Q4 2021, an estimated $219K.
  • Bank Julius Baer & Co first reported a position in Bright Horizons in Q2 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's Bright Horizons position peaked at $678K in Q4 2020.
  • 348 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.