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Baron Wealth Management’s Ball Corp BALL Stock Holding History

Baron Wealth Management’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,255
Closed -$221K – 200
2024
Q3 		$221K Buy
+3,255
New +$207K 0.11% 170
2024
Q2 		– Sell
-3,556
Closed -$240K – 184
2024
Q1 		$240K Sell
3,556
-109
-3% -$6.63K 0.13% 143
2023
Q4 		$211K Buy
+3,665
New +$189K 0.12% 163

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baron Wealth Management's BALL Position: Q4 2024 in Review

Baron Wealth Management sold out of Ball Corp (BALL) in Q4 2024, closing a stake of 3,255 shares — an estimated $221K sold.

Baron Wealth Management first reported a position in BALL in Q4 2023 and held it in 3 quarters. The position peaked at $240K in Q1 2024. 718 funds tracked by Wall St. Rank hold BALL as of Q4 2024.

  • Baron Wealth Management reported no remaining Ball Corp position as of Q4 2024 after selling out during the quarter.
  • Baron Wealth Management sold 3,255 Ball Corp shares in Q4 2024, an estimated $221K.
  • Baron Wealth Management first reported a position in Ball Corp in Q4 2023 and held it in 3 quarters.
  • Baron Wealth Management's Ball Corp position peaked at $240K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held Ball Corp as of Q4 2024.

Based on Baron Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.