EMFO LLC’s Dutch Bros BROS Stock Holding History

EMFO LLC’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
2023 Q2	–	Sell	-28	Closed	-$886	–	306
2023 Q1	$886	Hold	28	–	–	﹤0.01%	296
2022 Q4	$789	Hold	28	–	–	﹤0.01%	285
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	310
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	319
2022 Q1	$2K	Buy	+28	New	+$1.43K	﹤0.01%	319

Other funds holding BROS

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

EMFO LLC's BROS Position: Q2 2023 in Review

EMFO LLC sold out of Dutch Bros (BROS) in Q2 2023, closing a stake of 28 shares — an estimated $886 sold.

EMFO LLC first reported a position in BROS in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 187 funds tracked by Wall St. Rank hold BROS as of Q2 2023.

EMFO LLC reported no remaining Dutch Bros position as of Q2 2023 after selling out during the quarter.
EMFO LLC sold 28 Dutch Bros shares in Q2 2023, an estimated $886.
EMFO LLC first reported a position in Dutch Bros in Q1 2022 and held it in 5 quarters.
EMFO LLC's Dutch Bros position peaked at $2K in Q1 2022.
187 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2023.

Based on EMFO LLC's 13F filing for Q2 2023, filed 3 Aug 2023.