Hoese & Co’s Barclays BCS Stock Holding History

Hoese & Co’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,000	Closed	-$12.2K	–	169
2024 Q3	$12.2K	Buy	+1,000	New	+$11.7K	0.01%	115

Other funds holding BCS

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hoese & Co's BCS Position: Q4 2024 in Review

Hoese & Co sold out of Barclays (BCS) in Q4 2024, closing a stake of 1,000 shares — an estimated $12.2K sold.

Hoese & Co first reported a position in BCS in Q3 2024 and held it in 1 quarter. The position peaked at $12.2K in Q3 2024. 395 funds tracked by Wall St. Rank hold BCS as of Q4 2024.

Hoese & Co reported no remaining Barclays position as of Q4 2024 after selling out during the quarter.
Hoese & Co sold 1,000 Barclays shares in Q4 2024, an estimated $12.2K.
Hoese & Co first reported a position in Barclays in Q3 2024 and held it in 1 quarter.
Hoese & Co's Barclays position peaked at $12.2K in Q3 2024.
395 funds tracked by Wall St. Rank held Barclays as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.