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EVR Research’s Babcock & Wilcox BW Stock Holding History

EVR Research’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
2023
Q4 		– Sell
-800,000
Closed -$3.37M – 36
2023
Q3 		$3.37M Hold
800,000
– – 0.89% 27
2023
Q2 		$4.72M Sell
800,000
-427,500
-35% -$2.51M 1.26% 22
2023
Q1 		$7.44M Buy
1,227,500
+387,500
+46% +$2.39M 1.85% 20
2022
Q4 		$4.85M Buy
+840,000
New +$4.59M 1.46% 20

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

EVR Research's BW Position: Q4 2023 in Review

EVR Research sold out of Babcock & Wilcox (BW) in Q4 2023, closing a stake of 800,000 shares — an estimated $3.37M sold.

EVR Research first reported a position in BW in Q4 2022 and held it in 4 quarters. The position peaked at $7.44M in Q1 2023. 103 funds tracked by Wall St. Rank hold BW as of Q4 2023.

  • EVR Research reported no remaining Babcock & Wilcox position as of Q4 2023 after selling out during the quarter.
  • EVR Research sold 800,000 Babcock & Wilcox shares in Q4 2023, an estimated $3.37M.
  • EVR Research first reported a position in Babcock & Wilcox in Q4 2022 and held it in 4 quarters.
  • EVR Research's Babcock & Wilcox position peaked at $7.44M in Q1 2023.
  • 103 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q4 2023.

Based on EVR Research's 13F filing for Q4 2023, filed 14 Feb 2024.