CIP
BCR

Convergence Investment Partners’s CR Bard Inc. BCR Stock Holding History

Convergence Investment Partners’s Portfolio BCR Stock Details BCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-18,120
Closed -$3.02M – 465
2014
Q4 		$3.02M Buy
18,120
+2,260
+14% +$365K 0.4% 79
2014
Q3 		$2.26M Sell
15,860
-4,330
-21% -$640K 0.31% 125
2014
Q2 		$2.89M Buy
20,190
+3,290
+19% +$470K 0.38% 82
2014
Q1 		$2.5M Buy
+16,900
New +$2.34M 0.38% 88

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Findlay Park Partners
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Convergence Investment Partners's BCR Position: Q1 2015 in Review

Convergence Investment Partners sold out of CR Bard Inc. (BCR) in Q1 2015, closing a stake of 18,120 shares — an estimated $3.02M sold.

Convergence Investment Partners first reported a position in BCR in Q1 2014 and held it in 4 quarters. The position peaked at $3.02M in Q4 2014. 573 funds tracked by Wall St. Rank hold BCR as of Q1 2015.

  • Convergence Investment Partners reported no remaining CR Bard Inc. position as of Q1 2015 after selling out during the quarter.
  • Convergence Investment Partners sold 18,120 CR Bard Inc. shares in Q1 2015, an estimated $3.02M.
  • Convergence Investment Partners first reported a position in CR Bard Inc. in Q1 2014 and held it in 4 quarters.
  • Convergence Investment Partners's CR Bard Inc. position peaked at $3.02M in Q4 2014.
  • 573 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2015.

Based on Convergence Investment Partners's 13F filing for Q1 2015, filed 1 May 2015.