MSCM
BFAM icon

McElhenny Sheffield Capital Management’s Bright Horizons BFAM Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$12.6K – 139
2022
Q4 		$12.6K Buy
+200
New +$13.1K 0.01% 316

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

McElhenny Sheffield Capital Management's BFAM Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Bright Horizons (BFAM) in Q1 2023, closing a stake of 200 shares — an estimated $12.6K sold.

McElhenny Sheffield Capital Management first reported a position in BFAM in Q4 2022 and held it in 1 quarter. The position peaked at $12.6K in Q4 2022. 283 funds tracked by Wall St. Rank hold BFAM as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Bright Horizons position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 200 Bright Horizons shares in Q1 2023, an estimated $12.6K.
  • McElhenny Sheffield Capital Management first reported a position in Bright Horizons in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Bright Horizons position peaked at $12.6K in Q4 2022.
  • 283 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.