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IQ EQ Fund Management’s Bright Horizons BFAM Stock Holding History

IQ EQ Fund Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,658
Closed -$379K – 283
2023
Q3 		$379K Sell
4,658
-2,333
-33% -$215K 0.08% 185
2023
Q2 		$646K Sell
6,991
-499
-7% -$42.2K 0.12% 161
2023
Q1 		$577K Buy
7,490
+120
+2% +$9.23K 0.11% 144
2022
Q4 		$465K Hold
7,370
– – 0.1% 150
2022
Q3 		$425K Buy
7,370
+2,660
+56% +$202K 0.1% 159
2022
Q2 		$398K Buy
4,710
+244
+5% +$24.3K 0.08% 163
2022
Q1 		$593K Sell
4,466
-949
-18% -$123K 0.1% 155
2021
Q4 		$682K Buy
5,415
+245
+5% +$34K 0.1% 159
2021
Q3 		$721K Sell
5,170
-6,183
-54% -$908K 0.11% 163
2021
Q2 		$1.67M Buy
11,353
+3,654
+47% +$547K 0.26% 124
2021
Q1 		$1.32M Buy
7,699
+3,042
+65% +$501K 0.23% 144
2020
Q4 		$806K Buy
4,657
+3,344
+255% +$547K 0.19% 126
2020
Q3 		$200K Buy
+1,313
New +$165K 0.06% 188

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

IQ EQ Fund Management's BFAM Position: Q4 2023 in Review

IQ EQ Fund Management sold out of Bright Horizons (BFAM) in Q4 2023, closing a stake of 4,658 shares — an estimated $379K sold.

IQ EQ Fund Management first reported a position in BFAM in Q3 2020 and held it in 13 quarters. The position peaked at $1.67M in Q2 2021. 288 funds tracked by Wall St. Rank hold BFAM as of Q4 2023.

  • IQ EQ Fund Management reported no remaining Bright Horizons position as of Q4 2023 after selling out during the quarter.
  • IQ EQ Fund Management sold 4,658 Bright Horizons shares in Q4 2023, an estimated $379K.
  • IQ EQ Fund Management first reported a position in Bright Horizons in Q3 2020 and held it in 13 quarters.
  • IQ EQ Fund Management's Bright Horizons position peaked at $1.67M in Q2 2021.
  • 288 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2023.

Based on IQ EQ Fund Management's 13F filing for Q4 2023, filed 9 Feb 2024.