Bull Oak Capital’s Smartbird Inc BIRD Stock Holding History

Bull Oak Capital’s Portfolio BIRD Stock Details BIRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10	Closed	-$222	–	45
2023 Q3	$222	Buy	+10	New	+$269	﹤0.01%	78

Other funds holding BIRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bull Oak Capital's BIRD Position: Q4 2023 in Review

Bull Oak Capital sold out of Smartbird Inc (BIRD) in Q4 2023, closing a stake of 10 shares — an estimated $222 sold.

Bull Oak Capital first reported a position in BIRD in Q3 2023 and held it in 1 quarter. The position peaked at $222 in Q3 2023. 109 funds tracked by Wall St. Rank hold BIRD as of Q4 2023.

Bull Oak Capital reported no remaining Smartbird Inc position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 10 Smartbird Inc shares in Q4 2023, an estimated $222.
Bull Oak Capital first reported a position in Smartbird Inc in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Smartbird Inc position peaked at $222 in Q3 2023.
109 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.