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Freedom Investment Management’s Buckle BKE Stock Holding History

Freedom Investment Management’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,647
Closed -$211K – 702
2022
Q4 		$211K Buy
+4,647
New +$188K 0.02% 649
2022
Q1 		– Sell
-6,122
Closed -$259K – 793
2021
Q4 		$259K Buy
6,122
+665
+12% +$30.1K 0.02% 726
2021
Q3 		$216K Buy
5,457
+270
+5% +$11.5K 0.02% 735
2021
Q2 		$258K Buy
+5,187
New +$220K 0.02% 742

Other funds holding BKE

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Freedom Investment Management's BKE Position: Q1 2023 in Review

Freedom Investment Management sold out of Buckle (BKE) in Q1 2023, closing a stake of 4,647 shares — an estimated $211K sold.

Freedom Investment Management first reported a position in BKE in Q2 2021 and held it in 4 quarters. The position peaked at $259K in Q4 2021. 249 funds tracked by Wall St. Rank hold BKE as of Q1 2023.

  • Freedom Investment Management reported no remaining Buckle position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 4,647 Buckle shares in Q1 2023, an estimated $211K.
  • Freedom Investment Management first reported a position in Buckle in Q2 2021 and held it in 4 quarters.
  • Freedom Investment Management's Buckle position peaked at $259K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Buckle as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.