MSFP
BG icon

Mark Sheptoff Financial Planning’s Bunge Global BG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-675
Closed -$64.5K – 395
2023
Q1 		$64.5K Sell
675
-200
-23% -$19.4K 0.04% 137
2022
Q4 		$87.3K Hold
875
– – 0.05% 122
2022
Q3 		$72K Sell
875
-100
-10% -$9.31K 0.04% 124
2022
Q2 		$88K Buy
+975
New +$108K 0.05% 124

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's BG Position: Q2 2023 in Review

Mark Sheptoff Financial Planning sold out of Bunge Global (BG) in Q2 2023, closing a stake of 675 shares — an estimated $64.5K sold.

Mark Sheptoff Financial Planning first reported a position in BG in Q2 2022 and held it in 4 quarters. The position peaked at $88K in Q2 2022. 623 funds tracked by Wall St. Rank hold BG as of Q2 2023.

  • Mark Sheptoff Financial Planning reported no remaining Bunge Global position as of Q2 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 675 Bunge Global shares in Q2 2023, an estimated $64.5K.
  • Mark Sheptoff Financial Planning first reported a position in Bunge Global in Q2 2022 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Bunge Global position peaked at $88K in Q2 2022.
  • 623 funds tracked by Wall St. Rank held Bunge Global as of Q2 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.