EC
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Estate Counselors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Estate Counselors’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,857
Closed -$774K – 144
2022
Q3 		$774K Hold
1,857
– – 0.12% 101
2022
Q2 		$919K Buy
1,857
+7
+0.4% +$3.65K 0.14% 96
2022
Q1 		$1.04M Hold
1,850
– – 0.14% 85
2021
Q4 		$1.4M Buy
1,850
+9
+0.5% +$6.74K 0.17% 71
2021
Q3 		$1.37M Buy
1,841
+10
+0.5% +$7.49K 0.17% 70
2021
Q2 		$1.18M Buy
1,831
+36
+2% +$21.9K 0.15% 77
2021
Q1 		$1.02M Buy
+1,795
New +$1.06M 0.15% 93

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return