Bank Julius Baer & Co
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Bank Julius Baer & Co’s Main Street Capital MAIN Stock Holding History

Bank Julius Baer & Co’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,395
Closed -$213K – 588
2023
Q1 		$213K Buy
+5,395
New +$213K ﹤0.01% 431

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T. Rowe Price Investment Management
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank Julius Baer & Co's MAIN Position: Q2 2023 in Review

Bank Julius Baer & Co sold out of Main Street Capital (MAIN) in Q2 2023, closing a stake of 5,395 shares — an estimated $213K sold.

Bank Julius Baer & Co first reported a position in MAIN in Q1 2023 and held it in 1 quarter. The position peaked at $213K in Q1 2023. 289 funds tracked by Wall St. Rank hold MAIN as of Q2 2023.

  • Bank Julius Baer & Co reported no remaining Main Street Capital position as of Q2 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 5,395 Main Street Capital shares in Q2 2023, an estimated $213K.
  • Bank Julius Baer & Co first reported a position in Main Street Capital in Q1 2023 and held it in 1 quarter.
  • Bank Julius Baer & Co's Main Street Capital position peaked at $213K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2023.

Based on Bank Julius Baer & Co's 13F filing for Q2 2023, filed 20 Jul 2023.