J. Goldman & Co’s Brunswick BC Stock Holding History

J. Goldman & Co’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
2024 Q2	–	Sell	-321,800	Closed	-$31.1M	–	447
2024 Q1	$31.1M	Buy	+321,800	New	+$28.3M	1%	24
2023 Q3	–	Sell	-33,800	Closed	-$2.93M	–	370
2023 Q2	$2.93M	Buy	+33,800	New	+$2.76M	0.11%	179
2022 Q4	–	Sell	-77,000	Closed	-$5.04M	–	380
2022 Q3	$5.04M	Buy	+77,000	New	+$5.78M	0.24%	119
2019 Q3	–	Sell	-21,900	Closed	-$1M	–	286
2019 Q2	$1M	Buy	+21,900	New	+$1.06M	0.07%	199

Other funds holding BC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J. Goldman & Co's BC Position: Q3 2024 in Review

J. Goldman & Co sold out of Brunswick (BC) in Q3 2024, closing a stake of 34,934 shares — an estimated $2.54M sold.

J. Goldman & Co first reported a position in BC in Q3 2013 and held it in 4 quarters. The position peaked at $4.05M in Q3 2013. 381 funds tracked by Wall St. Rank hold BC as of Q3 2024.

J. Goldman & Co reported no remaining Brunswick position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 34,934 Brunswick shares in Q3 2024, an estimated $2.54M.
J. Goldman & Co first reported a position in Brunswick in Q3 2013 and held it in 4 quarters.
J. Goldman & Co's Brunswick position peaked at $4.05M in Q3 2013.
381 funds tracked by Wall St. Rank held Brunswick as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.