LM Advisors’s Bright Horizons BFAM Stock Holding History

LM Advisors’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 Q1	–	Sell	-133	Closed	-$12.5K	–	262
2023 Q4	$12.5K	Buy	+133	New	+$11.3K	﹤0.01%	501

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

LM Advisors's BFAM Position: Q1 2024 in Review

LM Advisors sold out of Bright Horizons (BFAM) in Q1 2024, closing a stake of 133 shares — an estimated $12.5K sold.

LM Advisors first reported a position in BFAM in Q4 2023 and held it in 1 quarter. The position peaked at $12.5K in Q4 2023. 313 funds tracked by Wall St. Rank hold BFAM as of Q1 2024.

LM Advisors reported no remaining Bright Horizons position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 133 Bright Horizons shares in Q1 2024, an estimated $12.5K.
LM Advisors first reported a position in Bright Horizons in Q4 2023 and held it in 1 quarter.
LM Advisors's Bright Horizons position peaked at $12.5K in Q4 2023.
313 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.