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Lombard Odier Asset Management (USA)’s Dutch Bros BROS Stock Holding History

Lombard Odier Asset Management (USA)’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,970
Closed -$223K – 300
2024
Q3 		$223K Buy
+6,970
New +$246K 0.01% 248
2024
Q1 		– Sell
-7,118
Closed -$225K – 355
2023
Q4 		$225K Buy
+7,118
New +$194K ﹤0.01% 324

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s BROS Position: Q4 2024 in Review

Lombard Odier Asset Management (USA) sold out of Dutch Bros (BROS) in Q4 2024, closing a stake of 6,970 shares — an estimated $223K sold.

Lombard Odier Asset Management (USA) first reported a position in BROS in Q4 2023 and held it in 2 quarters. The position peaked at $225K in Q4 2023. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

  • Lombard Odier Asset Management (USA) reported no remaining Dutch Bros position as of Q4 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 6,970 Dutch Bros shares in Q4 2024, an estimated $223K.
  • Lombard Odier Asset Management (USA) first reported a position in Dutch Bros in Q4 2023 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s Dutch Bros position peaked at $225K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2024, filed 14 Feb 2025.