Covestor’s Boot Barn BOOT Stock Holding History

Covestor’s Portfolio BOOT Stock Details BOOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6K	Sell	39 -31	-44%	-$5.62K	﹤0.01%	1711
2025 Q4	$13K	Hold	70	–	–	0.01%	1450
2025 Q3	$12K	Hold	70	–	–	0.01%	1486
2025 Q2	$11K	Sell	70 -1	-1%	-$133	0.01%	1516
2025 Q1	$8K	Buy	71 +1	+1%	+$134	0.01%	1606
2024 Q4	$11K	Buy	70 +69	+6,900%	+$10.2K	0.01%	1462
2024 Q3	$0	Hold	1	–	–	﹤0.01%	2236
2024 Q2	$0	Sell	1 -1	-50%	-$113	﹤0.01%	2254
2024 Q1	$0	Hold	2	–	–	﹤0.01%	2254
2023 Q4	$0	Hold	2	–	–	﹤0.01%	2163
2023 Q3	$0	Hold	2	–	–	﹤0.01%	2138
2023 Q2	$0	Hold	2	–	–	﹤0.01%	2150
2023 Q1	$0	Hold	2	–	–	﹤0.01%	2042
2022 Q4	$0	Sell	2 -1	-33%	-$60	﹤0.01%	2085
2022 Q3	$0	Sell	3 -3	-50%	-$201	﹤0.01%	2014
2022 Q2	$0	Sell	6 -3	-33%	-$257	﹤0.01%	1932
2022 Q1	$1K	Sell	9 -1	-10%	-$95	﹤0.01%	1740
2021 Q4	$1K	Buy	+10	New	+$1.13K	﹤0.01%	1658

Other funds holding BOOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wellington Management Group

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return