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Caldwell Trust’s Brink's BCO Stock Holding History

Caldwell Trust’s Portfolio BCO Stock Details BCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-300
Closed -$26.8K – 752
2025
Q2 		$26.8K Hold
300
– – ﹤0.01% 536
2025
Q1 		$25.8K Hold
300
– – ﹤0.01% 529
2024
Q4 		$27.8K Hold
300
– – ﹤0.01% 515
2024
Q3 		$34.7K Hold
300
– – ﹤0.01% 491
2024
Q2 		$30.7K Hold
300
– – ﹤0.01% 499
2024
Q1 		$27.7K Hold
300
– – ﹤0.01% 519
2023
Q4 		$26.4K Hold
300
– – ﹤0.01% 512
2023
Q3 		$21.8K Hold
300
– – ﹤0.01% 533
2023
Q2 		$20.3K Hold
300
– – ﹤0.01% 554
2023
Q1 		$20K Hold
300
– – ﹤0.01% 548
2022
Q4 		$16.1K Hold
300
– – ﹤0.01% 565
2022
Q3 		$14.5K Hold
300
– – ﹤0.01% 564
2022
Q2 		$18.2K Hold
300
– – ﹤0.01% 551
2022
Q1 		$20.4K Hold
300
– – ﹤0.01% 564
2021
Q4 		$19.7K Hold
300
– – ﹤0.01% 566
2021
Q3 		$19K Hold
300
– – ﹤0.01% 566
2021
Q2 		$23.1K Hold
300
– – ﹤0.01% 548
2021
Q1 		$23.8K Hold
300
– – ﹤0.01% 533
2020
Q4 		$21.6K Hold
300
– – ﹤0.01% 529
2020
Q3 		$12.3K Hold
300
– – ﹤0.01% 589
2020
Q2 		$13.7K Hold
300
– – ﹤0.01% 591
2020
Q1 		$15.6K Buy
+300
New +$23.5K ﹤0.01% 582

Other funds holding BCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return