Kiwi Wealth Investments Limited Partnership’s Banco Bradesco BBD Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-203,609	Closed	-$704K	–	64
2023 Q2	$704K	Sell	203,609 -173,993	-46%	-$538K	0.04%	173
2023 Q1	$989K	Sell	377,602 -584,076	-61%	-$1.55M	0.06%	149
2022 Q4	$2.77M	Buy	961,678 +692,169	+257%	+$2.24M	0.18%	121
2022 Q3	$879K	Hold	269,509	–	–	0.06%	174
2022 Q2	$879K	Buy	+269,509	New	+$1.04M	0.06%	174
2020 Q2	–	Sell	-807,717	Closed	-$2.46M	–	209
2020 Q1	$2.46M	Buy	807,717 +449,876	+126%	+$2.31M	0.25%	108
2019 Q4	$2.41M	Hold	357,841	–	–	0.18%	133
2019 Q3	$2.19M	Buy	+357,841	New	+$2.37M	0.18%	136

Other funds holding BBD

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 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 $336B AUM 34.66% 1-Year Est. Return

OCM

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

Kiwi Wealth Investments Limited Partnership's BBD Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Banco Bradesco (BBD) in Q3 2023, closing a stake of 203,609 shares — an estimated $704K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in BBD in Q3 2019 and held it in 8 quarters. The position peaked at $2.77M in Q4 2022. 225 funds tracked by Wall St. Rank hold BBD as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Banco Bradesco position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 203,609 Banco Bradesco shares in Q3 2023, an estimated $704K.
Kiwi Wealth Investments Limited Partnership first reported a position in Banco Bradesco in Q3 2019 and held it in 8 quarters.
Kiwi Wealth Investments Limited Partnership's Banco Bradesco position peaked at $2.77M in Q4 2022.
225 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.