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Industrial Alliance Investment Management’s Brunswick BC Stock Holding History

Industrial Alliance Investment Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,590
Closed -$130K – 206
2023
Q1 		$130K Buy
1,590
+149
+10% +$12.3K ﹤0.01% 465
2022
Q4 		$104K Buy
1,441
+1,198
+493% +$85.2K ﹤0.01% 368
2022
Q3 		$16K Buy
+243
New +$18.2K ﹤0.01% 392

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Industrial Alliance Investment Management's BC Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Brunswick (BC) in Q2 2023, closing a stake of 1,590 shares — an estimated $130K sold.

Industrial Alliance Investment Management first reported a position in BC in Q3 2022 and held it in 3 quarters. The position peaked at $130K in Q1 2023. 418 funds tracked by Wall St. Rank hold BC as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Brunswick position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,590 Brunswick shares in Q2 2023, an estimated $130K.
  • Industrial Alliance Investment Management first reported a position in Brunswick in Q3 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Brunswick position peaked at $130K in Q1 2023.
  • 418 funds tracked by Wall St. Rank held Brunswick as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.