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Disciplined Investments’s Bright Horizons BFAM Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-6
Closed -$555 – 259
2023
Q2 		$555 Sell
6
-2
-25% -$169 ﹤0.01% 1190
2023
Q1 		$616 Buy
8
+3
+60% +$231 ﹤0.01% 1167
2022
Q4 		$316 Buy
5
+1
+25% +$65 ﹤0.01% 1321
2022
Q3 		$0 Sell
4
-3
-43% -$228 ﹤0.01% 1240
2022
Q2 		$1K Buy
7
+1
+17% +$99 ﹤0.01% 819
2022
Q1 		$1K Buy
+6
New +$779 ﹤0.01% 878

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Disciplined Investments's BFAM Position: Q3 2023 in Review

Disciplined Investments sold out of Bright Horizons (BFAM) in Q3 2023, closing a stake of 6 shares — an estimated $555 sold.

Disciplined Investments first reported a position in BFAM in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 293 funds tracked by Wall St. Rank hold BFAM as of Q3 2023.

  • Disciplined Investments reported no remaining Bright Horizons position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Bright Horizons shares in Q3 2023, an estimated $555.
  • Disciplined Investments first reported a position in Bright Horizons in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Bright Horizons position peaked at $1K in Q2 2022.
  • 293 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.