Covestor’s BrightView Holdings BV Stock Holding History

Covestor’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Buy	56 +15	+37%	+$194	﹤0.01%	1983
2025 Q4	$1K	Buy	41 +20	+95%	+$254	﹤0.01%	1995
2025 Q3	$0	Sell	21 -14	-40%	-$208	﹤0.01%	2311
2025 Q2	$1K	Sell	35 -1	-3%	-$15	﹤0.01%	1944
2025 Q1	$0	Sell	36 -5	-12%	-$72	﹤0.01%	2244
2024 Q4	$1K	Sell	41 -21	-34%	-$350	﹤0.01%	1990
2024 Q3	$1K	Buy	62 +9	+17%	+$130	﹤0.01%	1910
2024 Q2	$1K	Sell	53 -53	-50%	-$675	﹤0.01%	1943
2024 Q1	$1K	Sell	106 -53	-33%	-$483	﹤0.01%	1916
2023 Q4	$1K	Sell	159 -69	-30%	-$525	﹤0.01%	1932
2023 Q3	$2K	Sell	228 -163	-42%	-$1.3K	﹤0.01%	1792
2023 Q2	$3K	Sell	391 -332	-46%	-$2.1K	﹤0.01%	1748
2023 Q1	$4K	Buy	723 +158	+28%	+$1.07K	﹤0.01%	1589
2022 Q4	$4K	Buy	565 +310	+122%	+$2.39K	﹤0.01%	1605
2022 Q3	$2K	Buy	255 +86	+51%	+$919	﹤0.01%	1682
2022 Q2	$2K	Sell	169 -19	-10%	-$238	﹤0.01%	1593
2022 Q1	$3K	Buy	188 +149	+382%	+$2.01K	﹤0.01%	1596
2021 Q4	$1K	Buy	+39	New	+$587	﹤0.01%	1660

Other funds holding BV

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return