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Evolution Capital Management’s Babcock & Wilcox BW Stock Holding History

Evolution Capital Management’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,000
Closed -$64K – 48
2022
Q3 		$64K Buy
+10,000
New +$74.3K 0.09% 50

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Capital Management's BW Position: Q4 2022 in Review

Evolution Capital Management sold out of Babcock & Wilcox (BW) in Q4 2022, closing a stake of 10,000 shares — an estimated $64K sold.

Evolution Capital Management first reported a position in BW in Q3 2022 and held it in 1 quarter. The position peaked at $64K in Q3 2022. 109 funds tracked by Wall St. Rank hold BW as of Q4 2022.

  • Evolution Capital Management reported no remaining Babcock & Wilcox position as of Q4 2022 after selling out during the quarter.
  • Evolution Capital Management sold 10,000 Babcock & Wilcox shares in Q4 2022, an estimated $64K.
  • Evolution Capital Management first reported a position in Babcock & Wilcox in Q3 2022 and held it in 1 quarter.
  • Evolution Capital Management's Babcock & Wilcox position peaked at $64K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q4 2022.

Based on Evolution Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.