Blue Trust Inc’s KE Holdings BEKE Stock Holding History

Blue Trust Inc’s Portfolio BEKE Stock Details BEKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.22K	Buy	282 +23	+9%	+$395	﹤0.01%	2017
2025 Q4	$4.08K	Sell	259 -637	-71%	-$10.9K	﹤0.01%	2031
2025 Q3	$17K	Sell	896 -76	-8%	-$1.43K	﹤0.01%	1708
2025 Q2	$17.2K	Buy	972 +242	+33%	+$4.66K	﹤0.01%	1725
2025 Q1	$14.7K	Sell	730 -19	-3%	-$376	﹤0.01%	1745
2024 Q4	$13.8K	Sell	749 -14,137	-95%	-$291K	﹤0.01%	1722
2024 Q3	$211K	Buy	14,886 +11,599	+353%	+$171K	﹤0.01%	833
2024 Q2	$45.1K	Buy	3,287 +3,168	+2,662%	+$49.6K	﹤0.01%	1293
2024 Q1	$1.63K	Sell	119 -9,778	-99%	-$137K	﹤0.01%	1858
2023 Q4	$154K	Buy	9,897 +7,737	+358%	+$120K	﹤0.01%	531
2023 Q3	$32K	Buy	2,160 +848	+65%	+$13.5K	﹤0.01%	1002
2023 Q2	$25K	Sell	1,312 -2,577	-66%	-$42.1K	﹤0.01%	958
2023 Q1	$54K	Sell	3,889 -7,669	-66%	-$142K	﹤0.01%	998
2022 Q4	$203K	Buy	11,558 +6,201	+116%	+$86.2K	﹤0.01%	445
2022 Q3	$96K	Buy	5,357 +2,890	+117%	+$46.8K	﹤0.01%	540
2022 Q2	$31K	Buy	+2,467	New	+$34.7K	﹤0.01%	819

Other funds holding BEKE

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

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

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

H Capital V GP Grand Cayman, Cayman Islands $74.1M AUM 25.49% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return