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Householder Group Estate & Retirement Specialist’s Birkenstock BIRK Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1K Hold
23
– – ﹤0.01% 502
2024
Q3 		$1K Sell
23
-147
-86% -$8K ﹤0.01% 1084
2024
Q2 		$9K Hold
170
– – ﹤0.01% 822
2024
Q1 		$8.03K Hold
170
– – ﹤0.01% 858
2023
Q4 		$8K Buy
+170
New +$7.36K ﹤0.01% 804

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BIRK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Birkenstock (BIRK) position steady in Q4 2024 at 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Householder Group Estate & Retirement Specialist first reported a position in BIRK in Q4 2023 and has held it in 5 quarters since. The position peaked at $9K in Q2 2024. 223 funds tracked by Wall St. Rank hold BIRK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 23 shares of Birkenstock worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Birkenstock share count unchanged in Q4 2024.
  • Birkenstock made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #502 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Birkenstock in Q4 2023 and has held it in 5 quarters since.
  • Householder Group Estate & Retirement Specialist's Birkenstock position peaked at $9K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Birkenstock as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.