Boston Partners’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Boston Partners’s Portfolio SHCR Stock Details SHCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-329,820	Closed	-$310K	–	792
2023 Q3	$310K	Buy	329,820 +66,554	+25%	+$79.4K	﹤0.01%	688
2023 Q2	$461K	Hold	263,266	–	–	﹤0.01%	635
2023 Q1	$374K	Buy	263,266 +32,682	+14%	+$74.1K	﹤0.01%	625
2022 Q4	$369K	Buy	230,584 +122,989	+114%	+$228K	﹤0.01%	629
2022 Q3	$204K	Buy	+107,595	New	+$189K	﹤0.01%	676

Other funds holding SHCR

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

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

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MCM

Mudrick Capital Management New York $448M AUM 62.71% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Boston Partners's SHCR Position: Q4 2023 in Review

Boston Partners sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2023, closing a stake of 329,820 shares — an estimated $310K sold.

Boston Partners first reported a position in SHCR in Q3 2022 and held it in 5 quarters. The position peaked at $461K in Q2 2023. 128 funds tracked by Wall St. Rank hold SHCR as of Q4 2023.

Boston Partners reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Boston Partners sold 329,820 Sharecare, Inc. Class A Common Stock shares in Q4 2023, an estimated $310K.
Boston Partners first reported a position in Sharecare, Inc. Class A Common Stock in Q3 2022 and held it in 5 quarters.
Boston Partners's Sharecare, Inc. Class A Common Stock position peaked at $461K in Q2 2023.
128 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2023.

Based on Boston Partners's 13F filing for Q4 2023, filed 7 Feb 2024.