Kings Point Capital Management’s Brunswick BC Stock Holding History

Kings Point Capital 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
2022 Q1	$11K	Hold	138	–	–	﹤0.01%	557
2021 Q4	$14K	Hold	138	–	–	﹤0.01%	596
2021 Q3	$13K	Buy	+138	New	+$13.7K	﹤0.01%	534
2016 Q3	–	Sell	-318	Closed	-$14K	–	306
2016 Q2	$14K	Hold	318	–	–	﹤0.01%	288
2016 Q1	$15K	Buy	+318	New	+$13.8K	﹤0.01%	287
2014 Q1	–	Sell	-224	Closed	-$10K	–	276
2013 Q4	$10K	Buy	+224	New	+$9.96K	﹤0.01%	260

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Kings Point Capital Management's BC Position: Q1 2022 in Review

Kings Point Capital Management held its Brunswick (BC) position steady in Q1 2022 at 138 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Kings Point Capital Management first reported a position in BC in Q4 2013 and has held it in 6 quarters since. The position peaked at $15K in Q1 2016. 417 funds tracked by Wall St. Rank hold BC as of Q1 2022.

Kings Point Capital Management held 138 shares of Brunswick worth $11K as of Q1 2022.
Kings Point Capital Management left its Brunswick share count unchanged in Q1 2022.
Brunswick made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #557 holding.
Kings Point Capital Management first reported a position in Brunswick in Q4 2013 and has held it in 6 quarters since.
Kings Point Capital Management's Brunswick position peaked at $15K in Q1 2016.
417 funds tracked by Wall St. Rank held Brunswick as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.