Bell Investment Advisors’s Boot Barn BOOT Stock Holding History

Bell Investment Advisors’s Portfolio BOOT Stock Details BOOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.63K	Hold	18	–	–	﹤0.01%	1219
2025 Q4	$3.18K	Hold	18	–	–	﹤0.01%	1176
2025 Q3	$2.98K	Hold	18	–	–	﹤0.01%	1166
2025 Q2	$2.74K	Hold	18	–	–	﹤0.01%	1233
2025 Q1	$1.93K	Hold	18	–	–	﹤0.01%	1316
2024 Q4	$2.73K	Sell	18 -5	-22%	-$739	﹤0.01%	1209
2024 Q3	$3.85K	Sell	23 -17	-43%	-$2.34K	﹤0.01%	1070
2024 Q2	$5.16K	Hold	40	–	–	﹤0.01%	910
2024 Q1	$3.81K	Hold	40	–	–	﹤0.01%	1058
2023 Q4	$3.07K	Hold	40	–	–	﹤0.01%	1137
2023 Q3	$3.25K	Buy	40 +5	+14%	+$450	﹤0.01%	1041
2023 Q2	$2.96K	Sell	35 -7	-17%	-$513	﹤0.01%	1097
2023 Q1	$3.22K	Buy	42 +7	+20%	+$537	﹤0.01%	1005
2022 Q4	$2.19K	Buy	35 +27	+338%	+$1.62K	﹤0.01%	1240
2022 Q3	$0	Sell	8 -6	-43%	-$402	﹤0.01%	1734
2022 Q2	$1K	Buy	+14	New	+$1.2K	﹤0.01%	1344

Other funds holding BOOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return