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Freedom Investment Management’s Birkenstock BIRK Stock Holding History

Freedom Investment Management’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,024
Closed -$615K – 785
2024
Q1 		$615K Buy
+13,024
New +$622K 0.05% 386

Other funds holding BIRK

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T. Rowe Price Investment Management
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedom Investment Management's BIRK Position: Q2 2024 in Review

Freedom Investment Management sold out of Birkenstock (BIRK) in Q2 2024, closing a stake of 13,024 shares — an estimated $615K sold.

Freedom Investment Management first reported a position in BIRK in Q1 2024 and held it in 1 quarter. The position peaked at $615K in Q1 2024. 175 funds tracked by Wall St. Rank hold BIRK as of Q2 2024.

  • Freedom Investment Management reported no remaining Birkenstock position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 13,024 Birkenstock shares in Q2 2024, an estimated $615K.
  • Freedom Investment Management first reported a position in Birkenstock in Q1 2024 and held it in 1 quarter.
  • Freedom Investment Management's Birkenstock position peaked at $615K in Q1 2024.
  • 175 funds tracked by Wall St. Rank held Birkenstock as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.