Epoch Investment Partners’s Bentley Systems BSY Stock Holding History

Epoch Investment Partners’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,172	Closed	-$1.09M	–	424
2023 Q2	$1.09M	Hold	20,172	–	–	0.01%	354
2023 Q1	$867K	Hold	20,172	–	–	0.01%	366
2022 Q4	$746K	Buy	20,172 +545	+3%	+$19.8K	﹤0.01%	361
2022 Q3	$600K	Buy	+19,627	New	+$718K	﹤0.01%	377
2022 Q1	–	Sell	-5,164	Closed	-$250K	–	442
2021 Q4	$250K	Sell	5,164 -43,669	-89%	-$2.36M	﹤0.01%	340
2021 Q3	$2.96M	Sell	48,833 -12,721	-21%	-$812K	0.02%	304
2021 Q2	$3.99M	Buy	+61,554	New	+$3.38M	0.02%	295

Other funds holding BSY

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Epoch Investment Partners's BSY Position: Q3 2023 in Review

Epoch Investment Partners sold out of Bentley Systems (BSY) in Q3 2023, closing a stake of 20,172 shares — an estimated $1.09M sold.

Epoch Investment Partners first reported a position in BSY in Q2 2021 and held it in 7 quarters. The position peaked at $3.99M in Q2 2021. 342 funds tracked by Wall St. Rank hold BSY as of Q3 2023.

Epoch Investment Partners reported no remaining Bentley Systems position as of Q3 2023 after selling out during the quarter.
Epoch Investment Partners sold 20,172 Bentley Systems shares in Q3 2023, an estimated $1.09M.
Epoch Investment Partners first reported a position in Bentley Systems in Q2 2021 and held it in 7 quarters.
Epoch Investment Partners's Bentley Systems position peaked at $3.99M in Q2 2021.
342 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2023.

Based on Epoch Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.