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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 $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Estate Counselors's BIO Position: Q4 2022 in Review

Estate Counselors sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2022, closing a stake of 1,857 shares — an estimated $774K sold.

Estate Counselors first reported a position in BIO in Q1 2021 and held it in 7 quarters. The position peaked at $1.4M in Q4 2021. 470 funds tracked by Wall St. Rank hold BIO as of Q4 2022.

  • Estate Counselors reported no remaining Bio-Rad Laboratories Class A position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 1,857 Bio-Rad Laboratories Class A shares in Q4 2022, an estimated $774K.
  • Estate Counselors first reported a position in Bio-Rad Laboratories Class A in Q1 2021 and held it in 7 quarters.
  • Estate Counselors's Bio-Rad Laboratories Class A position peaked at $1.4M in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.