Bollard Group’s RELX RELX Stock Holding History

Bollard Group’s Portfolio RELX Stock Details RELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-360	Closed	-$12K	–	339
2023 Q3	$12K	Buy	360 +43	+14%	+$1.42K	﹤0.01%	258
2023 Q2	$11K	Buy	+317	New	+$10.2K	﹤0.01%	294
2020 Q3	–	Sell	-2,520	Closed	-$59K	–	463
2020 Q2	$59K	Buy	+2,520	New	+$57.6K	﹤0.01%	322

Other funds holding RELX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bollard Group's RELX Position: Q4 2023 in Review

Bollard Group sold out of RELX (RELX) in Q4 2023, closing a stake of 360 shares — an estimated $12K sold.

Bollard Group first reported a position in RELX in Q2 2020 and held it in 3 quarters. The position peaked at $59K in Q2 2020. 397 funds tracked by Wall St. Rank hold RELX as of Q4 2023.

Bollard Group reported no remaining RELX position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 360 RELX shares in Q4 2023, an estimated $12K.
Bollard Group first reported a position in RELX in Q2 2020 and held it in 3 quarters.
Bollard Group's RELX position peaked at $59K in Q2 2020.
397 funds tracked by Wall St. Rank held RELX as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.