EI
B

Ethic Inc’s Barnes Group Inc. B Stock Holding History

Ethic Inc’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,455
Closed -$730K – 1234
2024
Q4 		$730K Sell
15,455
-5,195
-25% -$241K 0.01% 687
2024
Q3 		$767K Buy
20,650
+1,507
+8% +$59.4K 0.02% 648
2024
Q2 		$793K Sell
19,143
-1,507
-7% -$56.9K 0.02% 633
2024
Q1 		$767K Sell
20,650
-4,236
-17% -$146K 0.02% 648
2023
Q4 		$812K Buy
24,886
+12,009
+93% +$343K 0.02% 596
2023
Q3 		$437K Buy
12,877
+1,232
+11% +$47.6K 0.02% 718
2023
Q2 		$491K Buy
11,645
+913
+9% +$37.2K 0.02% 652
2023
Q1 		$432K Sell
10,732
-429
-4% -$18.1K 0.02% 691
2022
Q4 		$456K Buy
11,161
+2,049
+22% +$76.6K 0.02% 600
2022
Q3 		$263K Buy
+9,112
New +$292K 0.02% 677

Other funds holding B

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ethic Inc's B Position: Q1 2025 in Review

Ethic Inc sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 15,455 shares — an estimated $730K sold.

Ethic Inc first reported a position in B in Q3 2022 and held it in 10 quarters. The position peaked at $812K in Q4 2023. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Ethic Inc reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Ethic Inc sold 15,455 Barnes Group Inc. shares in Q1 2025, an estimated $730K.
  • Ethic Inc first reported a position in Barnes Group Inc. in Q3 2022 and held it in 10 quarters.
  • Ethic Inc's Barnes Group Inc. position peaked at $812K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Ethic Inc's 13F filing for Q1 2025, filed 13 May 2025.