Lountzis Asset Management’s Bioventus BVS Stock Holding History

Lountzis Asset Management’s Portfolio BVS Stock Details BVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-100,000	Closed	-$1.2M	–	48
2024 Q3	$1.2M	Hold	100,000	–	–	0.5%	20
2024 Q2	$575K	Hold	100,000	–	–	0.27%	28
2024 Q1	$520K	Hold	100,000	–	–	0.25%	29
2023 Q4	$527K	Hold	100,000	–	–	0.29%	27
2023 Q3	$330K	Hold	100,000	–	–	0.18%	36
2023 Q2	$474K	Buy	+100,000	New	+$192K	0.26%	30

Other funds holding BVS

EWM

Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lountzis Asset Management's BVS Position: Q4 2024 in Review

Lountzis Asset Management sold out of Bioventus (BVS) in Q4 2024, closing a stake of 100,000 shares — an estimated $1.2M sold.

Lountzis Asset Management first reported a position in BVS in Q2 2023 and held it in 6 quarters. The position peaked at $1.2M in Q3 2024. 151 funds tracked by Wall St. Rank hold BVS as of Q4 2024.

Lountzis Asset Management reported no remaining Bioventus position as of Q4 2024 after selling out during the quarter.
Lountzis Asset Management sold 100,000 Bioventus shares in Q4 2024, an estimated $1.2M.
Lountzis Asset Management first reported a position in Bioventus in Q2 2023 and held it in 6 quarters.
Lountzis Asset Management's Bioventus position peaked at $1.2M in Q3 2024.
151 funds tracked by Wall St. Rank held Bioventus as of Q4 2024.

Based on Lountzis Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.