CDH
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Charles D. Hyman’s VanEck Biotech ETF BBH Stock Holding History

Charles D. Hyman’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$202K Buy
+1,200
New +$196K 0.01% 239
2022
Q1 		– Sell
-1,200
Closed -$227K – 243
2021
Q4 		$227K Hold
1,200
– – 0.01% 227
2021
Q3 		$243K Hold
1,200
– – 0.02% 220
2021
Q2 		$242K Buy
+1,200
New +$223K 0.02% 222

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles D. Hyman's BBH Position: Q2 2024 in Review

Charles D. Hyman opened a new position in VanEck Biotech ETF (BBH) in Q2 2024: 1,200 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Charles D. Hyman previously reported a position in BBH as recently as Q4 2021.

Charles D. Hyman first reported a position in BBH in Q2 2021 and has held it in 4 quarters since. The position peaked at $243K in Q3 2021. 116 funds tracked by Wall St. Rank hold BBH as of Q2 2024.

  • Charles D. Hyman held 1,200 shares of VanEck Biotech ETF worth $202K as of Q2 2024.
  • VanEck Biotech ETF was a new Charles D. Hyman position in Q2 2024.
  • VanEck Biotech ETF made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #239 holding.
  • Charles D. Hyman first reported a position in VanEck Biotech ETF in Q2 2021 and has held it in 4 quarters since.
  • Charles D. Hyman's VanEck Biotech ETF position peaked at $243K in Q3 2021.
  • 116 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.