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Diversified Trust’s Boise Cascade BCC Stock Holding History

Diversified Trust’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,786
Closed -$804K – 796
2021
Q2 		$804K Buy
13,786
+924
+7% +$59.9K 0.03% 278
2021
Q1 		$770K Buy
12,862
+2,747
+27% +$145K 0.03% 258
2020
Q4 		$483K Buy
10,115
+1,621
+19% +$70.4K 0.02% 349
2020
Q3 		$339K Hold
8,494
– – 0.02% 403
2020
Q2 		$319K Buy
+8,494
New +$266K 0.02% 373

Other funds holding BCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Diversified Trust's BCC Position: Q3 2021 in Review

Diversified Trust sold out of Boise Cascade (BCC) in Q3 2021, closing a stake of 13,786 shares — an estimated $804K sold.

Diversified Trust first reported a position in BCC in Q2 2020 and held it in 5 quarters. The position peaked at $804K in Q2 2021. 243 funds tracked by Wall St. Rank hold BCC as of Q3 2021.

  • Diversified Trust reported no remaining Boise Cascade position as of Q3 2021 after selling out during the quarter.
  • Diversified Trust sold 13,786 Boise Cascade shares in Q3 2021, an estimated $804K.
  • Diversified Trust first reported a position in Boise Cascade in Q2 2020 and held it in 5 quarters.
  • Diversified Trust's Boise Cascade position peaked at $804K in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2021.

Based on Diversified Trust's 13F filing for Q3 2021, filed 13 Jan 2022.