Baystate Wealth Management’s Andersons Inc ANDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$47K	Buy	817 +3	+0.4%	+$156	﹤0.01%	396
2023 Q3	$42K	Buy	814 +3	+0.4%	+$150	﹤0.01%	365
2023 Q2	$37.4K	Buy	811 +4	+0.5%	+$167	﹤0.01%	366
2023 Q1	$33.4K	Buy	807 +4	+0.5%	+$158	﹤0.01%	391
2022 Q4	$28K	Buy	803 +4	+0.5%	+$142	﹤0.01%	413
2022 Q3	$25K	Buy	799 +4	+0.5%	+$139	﹤0.01%	397
2022 Q2	$26K	Buy	795 +3	+0.4%	+$128	﹤0.01%	412
2022 Q1	$40K	Buy	792 +3	+0.4%	+$126	﹤0.01%	355
2021 Q4	$31K	Buy	+789	New	+$27.7K	﹤0.01%	395

Other funds holding ANDE

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Baystate Wealth Management increased its Andersons Inc (ANDE) stake by 0.37% in Q4 2023, buying an estimated $156 and bringing the position to 817 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Baystate Wealth Management first reported a position in ANDE in Q4 2021 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold ANDE as of Q4 2023.

Baystate Wealth Management held 817 shares of Andersons Inc worth $47K as of Q4 2023.
Baystate Wealth Management bought 3 Andersons Inc shares in Q4 2023, an estimated $156.
Andersons Inc made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #396 holding.
Baystate Wealth Management first reported a position in Andersons Inc in Q4 2021 and has held it in 9 quarters since.
250 funds tracked by Wall St. Rank held Andersons Inc as of Q4 2023.

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