MPWT
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MassMutual Private Wealth & Trust’s Biglari Holdings Class B BH Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$498 – 1959
2023
Q3 		$498 Buy
+3
New +$565 ﹤0.01% 1827

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

MassMutual Private Wealth & Trust's BH Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of Biglari Holdings Class B (BH) in Q4 2023, closing a stake of 3 shares — an estimated $498 sold.

MassMutual Private Wealth & Trust first reported a position in BH in Q3 2023 and held it in 1 quarter. The position peaked at $498 in Q3 2023. 68 funds tracked by Wall St. Rank hold BH as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining Biglari Holdings Class B position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3 Biglari Holdings Class B shares in Q4 2023, an estimated $498.
  • MassMutual Private Wealth & Trust first reported a position in Biglari Holdings Class B in Q3 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Biglari Holdings Class B position peaked at $498 in Q3 2023.
  • 68 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.