Girard Partners’s BrightView Holdings BV Stock Holding History

Girard Partners’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-81,145	Closed	-$683K	–	264
2023 Q4	$683K	Hold	81,145	–	–	0.07%	168
2023 Q3	$629K	Hold	81,145	–	–	0.07%	161
2023 Q2	$583K	Hold	81,145	–	–	0.06%	163
2023 Q1	$456K	Hold	81,145	–	–	0.05%	184
2022 Q4	$559K	Hold	81,145	–	–	0.06%	182
2022 Q3	$644K	Buy	+81,145	New	+$867K	0.09%	151

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Girard Partners's BV Position: Q1 2024 in Review

Girard Partners sold out of BrightView Holdings (BV) in Q1 2024, closing a stake of 81,145 shares — an estimated $683K sold.

Girard Partners first reported a position in BV in Q3 2022 and held it in 6 quarters. The position peaked at $683K in Q4 2023. 159 funds tracked by Wall St. Rank hold BV as of Q1 2024.

Girard Partners reported no remaining BrightView Holdings position as of Q1 2024 after selling out during the quarter.
Girard Partners sold 81,145 BrightView Holdings shares in Q1 2024, an estimated $683K.
Girard Partners first reported a position in BrightView Holdings in Q3 2022 and held it in 6 quarters.
Girard Partners's BrightView Holdings position peaked at $683K in Q4 2023.
159 funds tracked by Wall St. Rank held BrightView Holdings as of Q1 2024.

Based on Girard Partners's 13F filing for Q1 2024, filed 13 May 2024.