L.J. Altfest & Co’s Bright Horizons BFAM Stock Holding History

L.J. Altfest & Co’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
2024 Q4	–	Sell	-2,228	Closed	-$312K	–	332
2024 Q3	$312K	Buy	+2,228	New	+$288K	0.04%	270

Other funds holding BFAM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

L.J. Altfest & Co's BFAM Position: Q4 2024 in Review

L.J. Altfest & Co sold out of Bright Horizons (BFAM) in Q4 2024, closing a stake of 2,228 shares — an estimated $312K sold.

L.J. Altfest & Co first reported a position in BFAM in Q3 2024 and held it in 1 quarter. The position peaked at $312K in Q3 2024. 368 funds tracked by Wall St. Rank hold BFAM as of Q4 2024.

L.J. Altfest & Co reported no remaining Bright Horizons position as of Q4 2024 after selling out during the quarter.
L.J. Altfest & Co sold 2,228 Bright Horizons shares in Q4 2024, an estimated $312K.
L.J. Altfest & Co first reported a position in Bright Horizons in Q3 2024 and held it in 1 quarter.
L.J. Altfest & Co's Bright Horizons position peaked at $312K in Q3 2024.
368 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.