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Bard Financial Services’s Milestone Scientific MLSS Stock Holding History

Bard Financial Services’s Portfolio MLSS Stock Details MLSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-145,000
Closed -$131K – 326
2023
Q1 		$131K Sell
145,000
-82,275
-36% -$60.2K 0.01% 310
2022
Q4 		$109K Buy
+227,275
New +$147K 0.01% 290
2021
Q1 		– Sell
-25,000
Closed -$53K – 265
2020
Q4 		$53K Buy
+25,000
New +$44K 0.01% 258

Other funds holding MLSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bard Financial Services's MLSS Position: Q2 2023 in Review

Bard Financial Services sold out of Milestone Scientific (MLSS) in Q2 2023, closing a stake of 145,000 shares — an estimated $131K sold.

Bard Financial Services first reported a position in MLSS in Q4 2020 and held it in 3 quarters. The position peaked at $131K in Q1 2023. 32 funds tracked by Wall St. Rank hold MLSS as of Q2 2023.

  • Bard Financial Services reported no remaining Milestone Scientific position as of Q2 2023 after selling out during the quarter.
  • Bard Financial Services sold 145,000 Milestone Scientific shares in Q2 2023, an estimated $131K.
  • Bard Financial Services first reported a position in Milestone Scientific in Q4 2020 and held it in 3 quarters.
  • Bard Financial Services's Milestone Scientific position peaked at $131K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held Milestone Scientific as of Q2 2023.

Based on Bard Financial Services's 13F filing for Q2 2023, filed 11 Jul 2023.