BGIM
RILY icon

Brandywine Global Investment Management’s BRC Group Holdings RILY Stock Holding History

Brandywine Global Investment Management’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50,738
Closed -$1.74M – 755
2022
Q4 		$1.74M Sell
50,738
-1,684
-3% -$70.6K 0.01% 578
2022
Q3 		$2.33M Sell
52,422
-2,220
-4% -$111K 0.02% 507
2022
Q2 		$2.31M Sell
54,642
-3,053
-5% -$160K 0.02% 506
2022
Q1 		$4.04M Buy
57,695
+2,487
+5% +$168K 0.03% 429
2021
Q4 		$4.91M Buy
55,208
+2
+0% +$146 0.04% 406
2021
Q3 		$3.26M Buy
55,206
+18,628
+51% +$1.22M 0.02% 465
2021
Q2 		$2.76M Buy
36,578
+6,657
+22% +$466K 0.02% 499
2021
Q1 		$1.69M Buy
+29,921
New +$1.61M 0.01% 540
2020
Q2 		– Sell
-1,120
Closed -$21K – 824
2020
Q1 		$21K Buy
+1,120
New +$26.4K ﹤0.01% 705
2019
Q2 		– Sell
-13,165
Closed -$220K – 872
2019
Q1 		$220K Hold
13,165
– – ﹤0.01% 622
2018
Q4 		$187K Hold
13,165
– – ﹤0.01% 630
2018
Q3 		$299K Buy
13,165
+3,200
+32% +$71.5K ﹤0.01% 617
2018
Q2 		$225K Hold
9,965
– – ﹤0.01% 657
2018
Q1 		$195K Sell
9,965
-2,235
-18% -$42.4K ﹤0.01% 675
2017
Q4 		$221K Buy
+12,200
New +$214K ﹤0.01% 686

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Brandywine Global Investment Management's RILY Position: Q1 2023 in Review

Brandywine Global Investment Management sold out of BRC Group Holdings (RILY) in Q1 2023, closing a stake of 50,738 shares — an estimated $1.74M sold.

Brandywine Global Investment Management first reported a position in RILY in Q4 2017 and held it in 15 quarters. The position peaked at $4.91M in Q4 2021. 145 funds tracked by Wall St. Rank hold RILY as of Q1 2023.

  • Brandywine Global Investment Management reported no remaining BRC Group Holdings position as of Q1 2023 after selling out during the quarter.
  • Brandywine Global Investment Management sold 50,738 BRC Group Holdings shares in Q1 2023, an estimated $1.74M.
  • Brandywine Global Investment Management first reported a position in BRC Group Holdings in Q4 2017 and held it in 15 quarters.
  • Brandywine Global Investment Management's BRC Group Holdings position peaked at $4.91M in Q4 2021.
  • 145 funds tracked by Wall St. Rank held BRC Group Holdings as of Q1 2023.

Based on Brandywine Global Investment Management's 13F filing for Q1 2023, filed 12 May 2023.