Beaton Management Company’s Ferrari RACE Stock Holding History

Beaton Management Company’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-800	Closed	-$237K	–	135
2023 Q3	$237K	Hold	800	–	–	0.15%	116
2023 Q2	$261K	Buy	+800	New	+$233K	0.17%	115

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Beaton Management Company's RACE Position: Q4 2023 in Review

Beaton Management Company sold out of Ferrari (RACE) in Q4 2023, closing a stake of 800 shares — an estimated $237K sold.

Beaton Management Company first reported a position in RACE in Q2 2023 and held it in 2 quarters. The position peaked at $261K in Q2 2023. 575 funds tracked by Wall St. Rank hold RACE as of Q4 2023.

Beaton Management Company reported no remaining Ferrari position as of Q4 2023 after selling out during the quarter.
Beaton Management Company sold 800 Ferrari shares in Q4 2023, an estimated $237K.
Beaton Management Company first reported a position in Ferrari in Q2 2023 and held it in 2 quarters.
Beaton Management Company's Ferrari position peaked at $261K in Q2 2023.
575 funds tracked by Wall St. Rank held Ferrari as of Q4 2023.

Based on Beaton Management Company's 13F filing for Q4 2023, filed 9 Feb 2024.