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Eagle Asset Management’s Dutch Bros BROS Stock Holding History

Eagle Asset Management’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$95.3M Buy
2,020,447
+741,771
+58% +$26.1M 0.49% 78
2024
Q2 		$53.5M Buy
+1,278,676
New +$43.9M 0.29% 117

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Eagle Asset Management's BROS Position: Q3 2024 in Review

Eagle Asset Management increased its Dutch Bros (BROS) stake by 58% in Q3 2024, buying an estimated $26.1M and bringing the position to 2,020,447 shares worth $95.3M. The position accounts for 0.49% of the portfolio, ranked #78.

Eagle Asset Management first reported a position in BROS in Q2 2024 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold BROS as of Q3 2024.

  • Eagle Asset Management held 2,020,447 shares of Dutch Bros worth $95.3M as of Q3 2024.
  • Eagle Asset Management bought 741,771 Dutch Bros shares in Q3 2024, an estimated $26.1M.
  • Dutch Bros made up 0.49% of Eagle Asset Management's portfolio in Q3 2024, its #78 holding.
  • Eagle Asset Management first reported a position in Dutch Bros in Q2 2024 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.