BerganKDV Wealth Management’s New York Times NYT Stock Holding History

BerganKDV Wealth Management’s Portfolio NYT Stock Details NYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.57K	Hold	116	–	–	﹤0.01%	617
2023 Q1	$4.51K	Hold	116	–	–	﹤0.01%	707
2022 Q4	$3.77K	Buy	116 +16	+16%	+$521	﹤0.01%	711
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	767
2022 Q2	$3K	Buy	+100	New	+$3.61K	﹤0.01%	780

Other funds holding NYT

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

BerganKDV Wealth Management's NYT Position: Q2 2023 in Review

BerganKDV Wealth Management held its New York Times (NYT) position steady in Q2 2023 at 116 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

BerganKDV Wealth Management first reported a position in NYT in Q2 2022 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold NYT as of Q2 2023.

BerganKDV Wealth Management held 116 shares of New York Times worth $4.57K as of Q2 2023.
BerganKDV Wealth Management left its New York Times share count unchanged in Q2 2023.
New York Times made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #617 holding.
BerganKDV Wealth Management first reported a position in New York Times in Q2 2022 and has held it in 5 quarters since.
340 funds tracked by Wall St. Rank held New York Times as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.