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Caldwell Sutter Capital’s Bentley Systems BSY Stock Holding History

Caldwell Sutter Capital’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9
Closed -$457 – 901
2024
Q3 		$457 Hold
9
– – ﹤0.01% 859
2024
Q2 		$444 Hold
9
– – ﹤0.01% 870
2024
Q1 		$470 Hold
9
– – ﹤0.01% 862
2023
Q4 		$470 Buy
+9
New +$462 ﹤0.01% 884

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caldwell Sutter Capital's BSY Position: Q4 2024 in Review

Caldwell Sutter Capital sold out of Bentley Systems (BSY) in Q4 2024, closing a stake of 9 shares — an estimated $457 sold.

Caldwell Sutter Capital first reported a position in BSY in Q4 2023 and held it in 4 quarters. The position peaked at $470 in Q1 2024. 434 funds tracked by Wall St. Rank hold BSY as of Q4 2024.

  • Caldwell Sutter Capital reported no remaining Bentley Systems position as of Q4 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 9 Bentley Systems shares in Q4 2024, an estimated $457.
  • Caldwell Sutter Capital first reported a position in Bentley Systems in Q4 2023 and held it in 4 quarters.
  • Caldwell Sutter Capital's Bentley Systems position peaked at $470 in Q1 2024.
  • 434 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2024.

Based on Caldwell Sutter Capital's 13F filing for Q4 2024, filed 21 Jan 2025.