HIC
BCR

Harvey Investment Company’s CR Bard Inc. BCR Stock Holding History

Harvey Investment Company’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
2018
Q1 		– Sell
-16,557
Closed -$5.5M – 89
2017
Q4 		$5.5M Sell
16,557
-55
-0.3% -$18.2K 1% 34
2017
Q3 		$5.32M Sell
16,612
-1,063
-6% -$340K 1.05% 32
2017
Q2 		$5.59M Hold
17,675
– – 1.13% 29
2017
Q1 		$4.39M Hold
17,675
– – 0.91% 33
2016
Q4 		$3.97M Sell
17,675
-350
-2% -$76.1K 0.84% 33
2016
Q3 		$4.04M Buy
18,025
+300
+2% +$67.5K 0.86% 34
2016
Q2 		$4.17M Sell
17,725
-125
-0.7% -$27.2K 0.91% 33
2016
Q1 		$3.62M Hold
17,850
– – 0.8% 39
2015
Q4 		$3.38M Hold
17,850
– – 0.77% 38
2015
Q3 		$3.33M Sell
17,850
-340
-2% -$64.4K 0.8% 38
2015
Q2 		$3.1M Sell
18,190
-200
-1% -$34.2K 0.72% 39
2015
Q1 		$3.08M Sell
18,390
-2,600
-12% -$446K 0.73% 36
2014
Q4 		$3.5M Sell
20,990
-7,450
-26% -$1.2M 0.81% 35
2014
Q3 		$4.06M Sell
28,440
-11,123
-28% -$1.64M 1.03% 34
2014
Q2 		$5.66M Sell
39,563
-12,381
-24% -$1.77M 1.41% 25
2014
Q1 		$7.69M Sell
51,944
-8,066
-13% -$1.12M 1.98% 22
2013
Q4 		$8.04M Sell
60,010
-2,787
-4% -$368K 2.13% 19
2013
Q3 		$7.23M Sell
62,797
-31,582
-33% -$3.62M 2.05% 21
2013
Q2 		$10.3M Buy
+94,379
New +$9.82M 3.08% 8

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Harvey Investment Company's BCR Position: Q1 2018 in Review

Harvey Investment Company sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 16,557 shares — an estimated $5.5M sold.

Harvey Investment Company first reported a position in BCR in Q2 2013 and held it in 19 quarters. The position peaked at $10.3M in Q2 2013. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Harvey Investment Company reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Harvey Investment Company sold 16,557 CR Bard Inc. shares in Q1 2018, an estimated $5.5M.
  • Harvey Investment Company first reported a position in CR Bard Inc. in Q2 2013 and held it in 19 quarters.
  • Harvey Investment Company's CR Bard Inc. position peaked at $10.3M in Q2 2013.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Harvey Investment Company's 13F filing for Q1 2018, filed 23 Apr 2018.