Marc Stad’s Birkenstock BIRK Stock Holding History

Marc Stad’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-300,000	Closed	-$14.6M	–	30
2023 Q4	$14.6M	Buy	+300,000	New	+$13M	0.32%	24

Other funds holding BIRK

DCP

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

Norges Bank Oslo, Norway $1T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Marc Stad's BIRK Position: Q1 2024 in Review

Marc Stad sold out of Birkenstock (BIRK) in Q1 2024, closing a stake of 300,000 shares — an estimated $14.6M sold.

Marc Stad first reported a position in BIRK in Q4 2023 and held it in 1 quarter. The position peaked at $14.6M in Q4 2023. 123 funds tracked by Wall St. Rank hold BIRK as of Q1 2024.

Marc Stad reported no remaining Birkenstock position as of Q1 2024 after selling out during the quarter.
Marc Stad sold 300,000 Birkenstock shares in Q1 2024, an estimated $14.6M.
Marc Stad first reported a position in Birkenstock in Q4 2023 and held it in 1 quarter.
Marc Stad's Birkenstock position peaked at $14.6M in Q4 2023.
123 funds tracked by Wall St. Rank held Birkenstock as of Q1 2024.

Based on Dragoneer Investment Group's 13F filing for Q1 2024, filed 15 May 2024.