Baystate Wealth Management’s Autoliv ALV Stock Holding History

Baystate Wealth Management’s Portfolio ALV Stock Details ALV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.27K	Hold	11	–	–	﹤0.01%	1126
2023 Q3	$1.1K	Hold	11	–	–	﹤0.01%	880
2023 Q2	$967	Hold	11	–	–	﹤0.01%	935
2023 Q1	$1.05K	Hold	11	–	–	﹤0.01%	927
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	826
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	782
2022 Q2	$1K	Buy	11 +1	+10%	+$75	﹤0.01%	805
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	797
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	798
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	723
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	693
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	625
2020 Q4	$1K	Sell	10 -1	-9%	-$86	﹤0.01%	598
2020 Q3	$1K	Buy	11 +1	+10%	+$71	﹤0.01%	564
2020 Q2	$1K	Sell	10 -1	-9%	-$60	﹤0.01%	577
2020 Q1	$0	Hold	11	–	–	﹤0.01%	595
2019 Q4	$1K	Buy	11 +1	+10%	+$82	﹤0.01%	551
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	505
2019 Q2	$1K	Sell	10 -2	-17%	-$146	﹤0.01%	525
2019 Q1	$1K	Buy	12 +1	+9%	+$78	﹤0.01%	535
2018 Q4	$1K	Hold	11	–	–	﹤0.01%	541
2018 Q3	$1K	Sell	11 -6	-35%	-$572	﹤0.01%	557
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	576
2018 Q1	$2K	Buy	17 +3	+21%	+$309	﹤0.01%	486
2017 Q4	$1K	Hold	14	–	–	﹤0.01%	543
2017 Q3	$1K	Hold	14	–	–	﹤0.01%	526
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	541
2017 Q1	$1K	Buy	+14	New	+$1.08K	﹤0.01%	504

Other funds holding ALV

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Baystate Wealth Management's ALV Position: Q4 2023 in Review

Baystate Wealth Management held its Autoliv (ALV) position steady in Q4 2023 at 11 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Baystate Wealth Management first reported a position in ALV in Q1 2017 and has held it in 28 quarters since. The position peaked at $2K in Q1 2018. 370 funds tracked by Wall St. Rank hold ALV as of Q4 2023.

Baystate Wealth Management held 11 shares of Autoliv worth $1.27K as of Q4 2023.
Baystate Wealth Management left its Autoliv share count unchanged in Q4 2023.
Autoliv made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1126 holding.
Baystate Wealth Management first reported a position in Autoliv in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Autoliv position peaked at $2K in Q1 2018.
370 funds tracked by Wall St. Rank held Autoliv as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.