GIM
BCR

Generation Investment Management’s CR Bard Inc. BCR Stock Holding History

Generation Investment Management’s Portfolio BCR Stock Details BCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-463,988
Closed -$86.4M – 38
2015
Q3 		$86.4M Hold
463,988
– – 1.25% 23
2015
Q2 		$79.2M Buy
463,988
+49
+0% +$8.37K 1.06% 27
2015
Q1 		$77.6M Sell
463,939
-449,312
-49% -$77M 1.08% 25
2014
Q4 		$152M Sell
913,251
-190,998
-17% -$30.9M 2.19% 21
2014
Q3 		$158M Buy
1,104,249
+15,317
+1% +$2.26M 2.46% 18
2014
Q2 		$156M Sell
1,088,932
-739,586
-40% -$106M 2.49% 19
2014
Q1 		$271M Sell
1,828,518
-659,416
-27% -$91.3M 4.85% 8
2013
Q4 		$333M Sell
2,487,934
-12,819
-0.5% -$1.69M 6.1% 5
2013
Q3 		$288M Buy
2,500,753
+69,069
+3% +$7.92M 5.48% 8
2013
Q2 		$264M Buy
+2,431,684
New +$253M 5.1% 8

Other funds holding BCR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Generation Investment Management's BCR Position: Q4 2015 in Review

Generation Investment Management sold out of CR Bard Inc. (BCR) in Q4 2015, closing a stake of 463,988 shares — an estimated $86.4M sold.

Generation Investment Management first reported a position in BCR in Q2 2013 and held it in 10 quarters. The position peaked at $333M in Q4 2013. 608 funds tracked by Wall St. Rank hold BCR as of Q4 2015.

  • Generation Investment Management reported no remaining CR Bard Inc. position as of Q4 2015 after selling out during the quarter.
  • Generation Investment Management sold 463,988 CR Bard Inc. shares in Q4 2015, an estimated $86.4M.
  • Generation Investment Management first reported a position in CR Bard Inc. in Q2 2013 and held it in 10 quarters.
  • Generation Investment Management's CR Bard Inc. position peaked at $333M in Q4 2013.
  • 608 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2015.

Based on Generation Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.