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Custom Index Systems’s Bright Horizons BFAM Stock Holding History

Custom Index Systems’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
2025
Q1 		– Sell
-2,865
Closed -$318K – 289
2024
Q4 		$318K Sell
2,865
-23
-0.8% -$2.77K 0.17% 172
2024
Q3 		$405K Buy
+2,888
New +$374K 0.22% 152

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Custom Index Systems's BFAM Position: Q1 2025 in Review

Custom Index Systems sold out of Bright Horizons (BFAM) in Q1 2025, closing a stake of 2,865 shares — an estimated $318K sold.

Custom Index Systems first reported a position in BFAM in Q3 2024 and held it in 2 quarters. The position peaked at $405K in Q3 2024. 387 funds tracked by Wall St. Rank hold BFAM as of Q1 2025.

  • Custom Index Systems reported no remaining Bright Horizons position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 2,865 Bright Horizons shares in Q1 2025, an estimated $318K.
  • Custom Index Systems first reported a position in Bright Horizons in Q3 2024 and held it in 2 quarters.
  • Custom Index Systems's Bright Horizons position peaked at $405K in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.