Barrow, Hanley, Mewhinney & Strauss
BBT

Barrow, Hanley, Mewhinney & Strauss’s Beacon Financial Corp BBT Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-118
Closed -$3K – 289
2022
Q3 		$3K Sell
118
-20
-14% -$558 ﹤0.01% 231
2022
Q2 		$3K Hold
138
– – ﹤0.01% 238
2022
Q1 		$4K Sell
138
-1,395
-91% -$42K ﹤0.01% 244
2021
Q4 		$44K Buy
1,533
+811
+112% +$22.5K ﹤0.01% 254
2021
Q3 		$19K Buy
+722
New +$19.1K ﹤0.01% 287
2020
Q3 		– Sell
-57,768
Closed -$636K – 321
2020
Q2 		$636K Buy
+57,768
New +$742K ﹤0.01% 214

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's BBT Position: Q4 2022 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Beacon Financial Corp (BBT) in Q4 2022, closing a stake of 118 shares — an estimated $3K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in BBT in Q2 2020 and held it in 6 quarters. The position peaked at $636K in Q2 2020. 180 funds tracked by Wall St. Rank hold BBT as of Q4 2022.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Beacon Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 118 Beacon Financial Corp shares in Q4 2022, an estimated $3K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Beacon Financial Corp in Q2 2020 and held it in 6 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Beacon Financial Corp position peaked at $636K in Q2 2020.
  • 180 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q4 2022.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2022, filed 14 Feb 2023.