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Birch Hill Investment Advisors’s Brunswick BC Stock Holding History

Birch Hill Investment Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$618K Sell
8,495
-2,910
-26% -$235K 0.03% 136
2025
Q4 		$847K Sell
11,405
-1,100
-9% -$74.6K 0.04% 118
2025
Q3 		$791K Sell
12,505
-7,414
-37% -$460K 0.03% 124
2025
Q2 		$1.1M Sell
19,919
-10,105
-34% -$511K 0.05% 109
2025
Q1 		$1.62M Buy
30,024
+7,432
+33% +$466K 0.08% 94
2024
Q4 		$1.46M Buy
22,592
+17,815
+373% +$1.4M 0.07% 97
2024
Q3 		$400K Buy
4,777
+610
+15% +$47.4K 0.02% 143
2024
Q2 		$303K Buy
4,167
+540
+15% +$44.1K 0.01% 150
2024
Q1 		$350K Buy
3,627
+94
+3% +$8.26K 0.02% 141
2023
Q4 		$342K Buy
3,533
+618
+21% +$49.1K 0.02% 132
2023
Q3 		$230K Buy
+2,915
New +$240K 0.01% 148

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return