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Epoch Investment Partners’s BWX Technologies BWXT Stock Holding History

Epoch Investment Partners’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-143,255
Closed -$9.45M – 343
2021
Q1 		$9.45M Buy
143,255
+7,458
+5% +$447K 0.04% 251
2020
Q4 		$8.19M Buy
135,797
+7,150
+6% +$412K 0.04% 247
2020
Q3 		$7.24M Buy
+128,647
New +$7.22M 0.04% 237

Other funds holding BWXT

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Epoch Investment Partners's BWXT Position: Q2 2021 in Review

Epoch Investment Partners sold out of BWX Technologies (BWXT) in Q2 2021, closing a stake of 143,255 shares — an estimated $9.45M sold.

Epoch Investment Partners first reported a position in BWXT in Q3 2020 and held it in 3 quarters. The position peaked at $9.45M in Q1 2021. 286 funds tracked by Wall St. Rank hold BWXT as of Q2 2021.

  • Epoch Investment Partners reported no remaining BWX Technologies position as of Q2 2021 after selling out during the quarter.
  • Epoch Investment Partners sold 143,255 BWX Technologies shares in Q2 2021, an estimated $9.45M.
  • Epoch Investment Partners first reported a position in BWX Technologies in Q3 2020 and held it in 3 quarters.
  • Epoch Investment Partners's BWX Technologies position peaked at $9.45M in Q1 2021.
  • 286 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2021.

Based on Epoch Investment Partners's 13F filing for Q2 2021, filed 13 Aug 2021.