Caldwell Trust’s Bunge Global BG Stock Holding History

Caldwell Trust’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-445	Closed	-$43K	–	713
2024 Q3	$43K	Buy	+445	New	+$45.5K	﹤0.01%	474

Other funds holding BG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Caldwell Trust's BG Position: Q4 2024 in Review

Caldwell Trust sold out of Bunge Global (BG) in Q4 2024, closing a stake of 445 shares — an estimated $43K sold.

Caldwell Trust first reported a position in BG in Q3 2024 and held it in 1 quarter. The position peaked at $43K in Q3 2024. 596 funds tracked by Wall St. Rank hold BG as of Q4 2024.

Caldwell Trust reported no remaining Bunge Global position as of Q4 2024 after selling out during the quarter.
Caldwell Trust sold 445 Bunge Global shares in Q4 2024, an estimated $43K.
Caldwell Trust first reported a position in Bunge Global in Q3 2024 and held it in 1 quarter.
Caldwell Trust's Bunge Global position peaked at $43K in Q3 2024.
596 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.