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EA Series Trust’s BrightView Holdings BV Stock Holding History

EA Series Trust’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
2023
Q2 		$1.32M Buy
+183,368
New +$1.16M 0.05% 535

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EA Series Trust's BV Position: Q2 2023 in Review

EA Series Trust opened a new position in BrightView Holdings (BV) in Q2 2023: 183,368 shares worth $1.32M. The stake represents 0.05% of the portfolio and ranks #535 among its holdings.

145 funds tracked by Wall St. Rank hold BV as of Q2 2023.

  • EA Series Trust held 183,368 shares of BrightView Holdings worth $1.32M as of Q2 2023.
  • BrightView Holdings was a new EA Series Trust position in Q2 2023.
  • BrightView Holdings made up 0.05% of EA Series Trust's portfolio in Q2 2023, its #535 holding.
  • 145 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.