Bollard Group’s Buckle BKE Stock Holding History

Bollard Group’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-146	Closed	-$5K	–	399
2023 Q2	$5K	Buy	+146	New	+$4.9K	﹤0.01%	382

Other funds holding BKE

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bollard Group's BKE Position: Q3 2023 in Review

Bollard Group sold out of Buckle (BKE) in Q3 2023, closing a stake of 146 shares — an estimated $5K sold.

Bollard Group first reported a position in BKE in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 230 funds tracked by Wall St. Rank hold BKE as of Q3 2023.

Bollard Group reported no remaining Buckle position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 146 Buckle shares in Q3 2023, an estimated $5K.
Bollard Group first reported a position in Buckle in Q2 2023 and held it in 1 quarter.
Bollard Group's Buckle position peaked at $5K in Q2 2023.
230 funds tracked by Wall St. Rank held Buckle as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.