Eagle Asset Management’s Barclays BCS Stock Holding History

Eagle Asset Management’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$851K	Buy	65,048 +6,752	+12%	+$79K	﹤0.01%	490
2024 Q2	$634K	Buy	58,296 +1,042	+2%	+$10.8K	﹤0.01%	524
2024 Q1	$532K	Buy	+57,254	New	+$469K	﹤0.01%	531
2023 Q1	–	Sell	-53,152	Closed	-$423K	–	544
2022 Q4	$423K	Sell	53,152 -902	-2%	-$6.58K	﹤0.01%	506
2022 Q3	$345K	Sell	54,054 -1,502	-3%	-$11.6K	﹤0.01%	518
2022 Q2	$422K	Buy	55,556 +14,945	+37%	+$117K	﹤0.01%	526
2022 Q1	$320K	Sell	40,611 -2,345	-5%	-$23.9K	﹤0.01%	554
2021 Q4	$445K	Buy	42,956 +1,859	+5%	+$19.5K	﹤0.01%	562
2021 Q3	$424K	Buy	41,097 +3,271	+9%	+$32.6K	﹤0.01%	559
2021 Q2	$365K	Buy	37,826 +2,269	+6%	+$23.2K	﹤0.01%	561
2021 Q1	$362K	Buy	35,557 +21,689	+156%	+$190K	﹤0.01%	556
2020 Q4	$110K	Sell	13,868 -25,040	-64%	-$168K	﹤0.01%	527
2020 Q3	$192K	Sell	38,908 -941	-2%	-$5.2K	﹤0.01%	553
2020 Q2	$223K	Sell	39,849 -2,195	-5%	-$11.4K	﹤0.01%	547
2020 Q1	$190K	Buy	+42,044	New	+$325K	﹤0.01%	595

Other funds holding BCS

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return