FIM
BIO icon

Freedom Investment Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

Freedom Investment Management’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
2023
Q2 		– Sell
-791
Closed -$379K – 706
2023
Q1 		$379K Buy
+791
New +$370K 0.04% 487
2020
Q2 		– Sell
-683
Closed -$253K – 576
2020
Q1 		$253K Buy
683
+14
+2% +$5.15K 0.02% 560
2019
Q4 		$247K Buy
+669
New +$236K 0.02% 567
2019
Q2 		– Sell
-1,315
Closed -$402K – 691
2019
Q1 		$402K Buy
+1,315
New +$355K 0.03% 434
2017
Q1 		– Sell
-1,580
Closed -$288K – 1059
2016
Q4 		$288K Sell
1,580
-388
-20% -$66.1K 0.02% 710
2016
Q3 		$322K Sell
1,968
-2,705
-58% -$411K 0.02% 601
2016
Q2 		$668K Buy
4,673
+361
+8% +$51.5K 0.05% 333
2016
Q1 		$590K Buy
4,312
+104
+2% +$13.7K 0.04% 347
2015
Q4 		$583K Sell
4,208
-42,661
-91% -$5.91M 0.04% 351
2015
Q3 		$415K Buy
46,869
+43,361
+1,236% +$6.24M 0.04% 370
2015
Q2 		$528K Buy
3,508
+37
+1% +$5.29K 0.05% 328
2015
Q1 		$469K Sell
3,471
-709
-17% -$87.9K 0.05% 327
2014
Q4 		$504K Buy
4,180
+363
+10% +$41.8K 0.07% 284
2014
Q3 		$433K Buy
3,817
+115
+3% +$13.6K 0.08% 264
2014
Q2 		$443K Buy
3,702
+99
+3% +$12.1K 0.07% 262
2014
Q1 		$462K Buy
3,603
+451
+14% +$57.8K 0.1% 201
2013
Q4 		$390K Buy
3,152
+267
+9% +$32.5K 0.1% 207
2013
Q3 		$339K Sell
2,885
-25
-0.9% -$2.95K 0.1% 187
2013
Q2 		$327K Buy
+2,910
New +$341K 0.11% 165

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
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

Freedom Investment Management's BIO Position: Q2 2023 in Review

Freedom Investment Management sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2023, closing a stake of 791 shares — an estimated $379K sold.

Freedom Investment Management first reported a position in BIO in Q2 2013 and held it in 19 quarters. The position peaked at $668K in Q2 2016. 469 funds tracked by Wall St. Rank hold BIO as of Q2 2023.

  • Freedom Investment Management reported no remaining Bio-Rad Laboratories Class A position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 791 Bio-Rad Laboratories Class A shares in Q2 2023, an estimated $379K.
  • Freedom Investment Management first reported a position in Bio-Rad Laboratories Class A in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's Bio-Rad Laboratories Class A position peaked at $668K in Q2 2016.
  • 469 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.