Great Diamond Partners’s Bright Horizons BFAM Stock Holding History

Great Diamond Partners’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,604	Closed	-$204K	–	227
2025 Q1	$204K	Buy	+1,604	New	+$197K	0.06%	173
2024 Q4	–	Sell	-1,835	Closed	-$257K	–	187
2024 Q3	$257K	Sell	1,835 -763	-29%	-$98.7K	0.07%	164
2024 Q2	$286K	Sell	2,598 -143	-5%	-$15.5K	0.07%	175
2024 Q1	$311K	Sell	2,741 -8	-0.3%	-$844	0.07%	173
2023 Q4	$259K	Buy	2,749 +1	+0%	+$85	0.06%	198
2023 Q3	$224K	Sell	2,748 -2	-0.1%	-$185	0.06%	208
2023 Q2	$254K	Sell	2,750 -100	-4%	-$8.46K	0.07%	192
2023 Q1	$219K	Buy	+2,850	New	+$219K	0.06%	206
2022 Q2	–	Sell	-1,518	Closed	-$201K	–	205
2022 Q1	$201K	Buy	+1,518	New	+$197K	0.06%	214
2021 Q4	–	Sell	-1,473	Closed	-$205K	–	214
2021 Q3	$205K	Sell	1,473 -7	-0.5%	-$1.03K	0.06%	201
2021 Q2	$217K	Buy	+1,480	New	+$221K	0.06%	190

Other funds holding BFAM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return