CI
BWXT icon

Cambiar Investors’s BWX Technologies BWXT Stock Holding History

Cambiar Investors’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-37,188
Closed -$2.66M – 150
2023
Q2 		$2.66M Sell
37,188
-4,594
-11% -$300K 0.11% 97
2023
Q1 		$2.63M Sell
41,782
-214
-0.5% -$12.9K 0.11% 103
2022
Q4 		$2.44M Buy
41,996
+12,034
+40% +$691K 0.11% 102
2022
Q3 		$1.51M Sell
29,962
-14,200
-32% -$767K 0.08% 116
2022
Q2 		$2.43M Sell
44,162
-9,953
-18% -$518K 0.11% 91
2022
Q1 		$2.92M Buy
54,115
+4,439
+9% +$218K 0.11% 91
2021
Q4 		$2.38M Sell
49,676
-2,182
-4% -$114K 0.08% 128
2021
Q3 		$2.79M Buy
51,858
+3,356
+7% +$189K 0.1% 115
2021
Q2 		$2.82M Buy
48,502
+917
+2% +$59K 0.09% 126
2021
Q1 		$3.14M Buy
47,585
+8,205
+21% +$492K 0.11% 99
2020
Q4 		$2.37M Sell
39,380
-1,003
-2% -$57.8K 0.09% 134
2020
Q3 		$2.27M Buy
40,383
+2,079
+5% +$117K 0.1% 108
2020
Q2 		$2.17M Sell
38,304
-551
-1% -$30.8K 0.1% 101
2020
Q1 		$1.89M Buy
+38,855
New +$2.31M 0.1% 95

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambiar Investors's BWXT Position: Q3 2023 in Review

Cambiar Investors sold out of BWX Technologies (BWXT) in Q3 2023, closing a stake of 37,188 shares — an estimated $2.66M sold.

Cambiar Investors first reported a position in BWXT in Q1 2020 and held it in 14 quarters. The position peaked at $3.14M in Q1 2021. 389 funds tracked by Wall St. Rank hold BWXT as of Q3 2023.

  • Cambiar Investors reported no remaining BWX Technologies position as of Q3 2023 after selling out during the quarter.
  • Cambiar Investors sold 37,188 BWX Technologies shares in Q3 2023, an estimated $2.66M.
  • Cambiar Investors first reported a position in BWX Technologies in Q1 2020 and held it in 14 quarters.
  • Cambiar Investors's BWX Technologies position peaked at $3.14M in Q1 2021.
  • 389 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2023.

Based on Cambiar Investors's 13F filing for Q3 2023, filed 30 Oct 2023.