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Choate Investment Advisors’s Bright Horizons BFAM Stock Holding History

Choate Investment Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,174
Closed -$467K – 307
2021
Q2 		$467K Sell
3,174
-181
-5% -$27.1K 0.03% 182
2021
Q1 		$575K Buy
3,355
+125
+4% +$20.6K 0.04% 165
2020
Q4 		$559K Buy
3,230
+585
+22% +$95.8K 0.03% 153
2020
Q3 		$402K Buy
+2,645
New +$333K 0.03% 180

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Choate Investment Advisors's BFAM Position: Q3 2021 in Review

Choate Investment Advisors sold out of Bright Horizons (BFAM) in Q3 2021, closing a stake of 3,174 shares — an estimated $467K sold.

Choate Investment Advisors first reported a position in BFAM in Q3 2020 and held it in 4 quarters. The position peaked at $575K in Q1 2021. 342 funds tracked by Wall St. Rank hold BFAM as of Q3 2021.

  • Choate Investment Advisors reported no remaining Bright Horizons position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 3,174 Bright Horizons shares in Q3 2021, an estimated $467K.
  • Choate Investment Advisors first reported a position in Bright Horizons in Q3 2020 and held it in 4 quarters.
  • Choate Investment Advisors's Bright Horizons position peaked at $575K in Q1 2021.
  • 342 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.