Institutional & Family Asset Management’s Banco Bradesco BBD Stock Holding History

Institutional & Family Asset Management’s Portfolio BBD Stock Details BBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-243	Closed	-$841	–	717
2023 Q2	$841	Hold	243	–	–	﹤0.01%	646
2023 Q1	$637	Hold	243	–	–	﹤0.01%	658
2022 Q4	$700	Sell	243 -398	-62%	-$1.29K	﹤0.01%	637
2022 Q3	$2K	Hold	641	–	–	﹤0.01%	572
2022 Q2	$2K	Hold	641	–	–	﹤0.01%	579
2022 Q1	$3K	Hold	641	–	–	﹤0.01%	600
2021 Q4	$2K	Hold	641	–	–	﹤0.01%	648
2021 Q3	$2K	Buy	641 +55	+9%	+$219	﹤0.01%	755
2021 Q2	$3K	Buy	586 +424	+262%	+$1.84K	﹤0.01%	766
2021 Q1	$1K	Sell	162 -125	-44%	-$480	﹤0.01%	840
2020 Q4	$1K	Hold	287	–	–	﹤0.01%	820
2020 Q3	$1K	Hold	287	–	–	﹤0.01%	765
2020 Q2	$1K	Hold	287	–	–	﹤0.01%	750
2020 Q1	$1K	Hold	287	–	–	﹤0.01%	704
2019 Q4	$2K	Sell	287 -124	-30%	-$776	﹤0.01%	707
2019 Q3	$3K	Hold	411	–	–	﹤0.01%	612
2019 Q2	$3K	Sell	411 -1	-0.2%	-$7	﹤0.01%	648
2019 Q1	$3K	Hold	412	–	–	﹤0.01%	648
2018 Q4	$3K	Sell	412 -149	-27%	-$865	﹤0.01%	628
2018 Q3	$2K	Buy	561 +114	+26%	+$525	﹤0.01%	714
2018 Q2	$2K	Sell	447 -1	-0.2%	-$5	﹤0.01%	701
2018 Q1	$3K	Buy	+448	New	+$2.99K	﹤0.01%	647

Other funds holding BBD

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Institutional & Family Asset Management's BBD Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Banco Bradesco (BBD) in Q3 2023, closing a stake of 243 shares — an estimated $841 sold.

Institutional & Family Asset Management first reported a position in BBD in Q1 2018 and held it in 22 quarters. The position peaked at $3K in Q1 2022. 225 funds tracked by Wall St. Rank hold BBD as of Q3 2023.

Institutional & Family Asset Management reported no remaining Banco Bradesco position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 243 Banco Bradesco shares in Q3 2023, an estimated $841.
Institutional & Family Asset Management first reported a position in Banco Bradesco in Q1 2018 and held it in 22 quarters.
Institutional & Family Asset Management's Banco Bradesco position peaked at $3K in Q1 2022.
225 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.