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Carmichael Hill & Associates’s Dutch Bros BROS Stock Holding History

Carmichael Hill & Associates’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-300
Closed -$9K – 793
2022
Q3 		$9K Hold
300
– – ﹤0.01% 582
2022
Q2 		$9K Buy
300
+100
+50% +$4.1K ﹤0.01% 575
2022
Q1 		$11K Hold
200
– – 0.01% 583
2021
Q4 		$10K Buy
+200
New +$11.1K ﹤0.01% 613

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carmichael Hill & Associates's BROS Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Dutch Bros (BROS) in Q4 2022, closing a stake of 300 shares — an estimated $9K sold.

Carmichael Hill & Associates first reported a position in BROS in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 191 funds tracked by Wall St. Rank hold BROS as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining Dutch Bros position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 300 Dutch Bros shares in Q4 2022, an estimated $9K.
  • Carmichael Hill & Associates first reported a position in Dutch Bros in Q4 2021 and held it in 4 quarters.
  • Carmichael Hill & Associates's Dutch Bros position peaked at $11K in Q1 2022.
  • 191 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.