Claris Advisors’s Brady Corp BRC Stock Holding History

Claris Advisors’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3	Closed	-$230	–	224
2024 Q3	$230	Buy	+3	New	+$214	﹤0.01%	921

Other funds holding BRC

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Claris Advisors's BRC Position: Q4 2024 in Review

Claris Advisors sold out of Brady Corp (BRC) in Q4 2024, closing a stake of 3 shares — an estimated $230 sold.

Claris Advisors first reported a position in BRC in Q3 2024 and held it in 1 quarter. The position peaked at $230 in Q3 2024. 275 funds tracked by Wall St. Rank hold BRC as of Q4 2024.

Claris Advisors reported no remaining Brady Corp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Brady Corp shares in Q4 2024, an estimated $230.
Claris Advisors first reported a position in Brady Corp in Q3 2024 and held it in 1 quarter.
Claris Advisors's Brady Corp position peaked at $230 in Q3 2024.
275 funds tracked by Wall St. Rank held Brady Corp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.