JAM
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Jupiter Asset Management’s Brady Corp BRC Stock Holding History

Jupiter Asset Management’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.21M Sell
39,538
-104,799
-73% -$9.11M 0.02% 367
2025
Q4 		$11.3M Hold
144,337
– – 0.09% 207
2025
Q3 		$11.3M Sell
144,337
-58,206
-29% -$4.3M 0.1% 210
2025
Q2 		$13.8M Sell
202,543
-22,170
-10% -$1.54M 0.11% 205
2025
Q1 		$15.9M Sell
224,713
-10,876
-5% -$790K 0.15% 185
2024
Q4 		$17.4M Sell
235,589
-50,462
-18% -$3.75M 0.17% 173
2024
Q3 		$21.9M Hold
286,051
– – 0.19% 161
2024
Q2 		$18.9M Sell
286,051
-1,534
-0.5% -$96K 0.18% 166
2024
Q1 		$17M Buy
287,585
+38,626
+16% +$2.3M 0.16% 175
2023
Q4 		$14.6M Buy
248,959
+224,056
+900% +$12.4M 0.14% 177
2023
Q3 		$1.37M Buy
24,903
+2,819
+13% +$145K 0.02% 369
2023
Q2 		$1.05M Buy
+22,084
New +$1.11M 0.01% 426

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VPM
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Neuberger Berman Group
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VCM
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return