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McKinley Capital Management’s BWX Technologies BWXT Stock Holding History

McKinley Capital Management’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$4.65M Sell
48,933
-6,637
-12% -$616K 0.81% 40
2024
Q1 		$5.7M Buy
55,570
+1,761
+3% +$158K 0.68% 51
2023
Q4 		$4.13M Sell
53,809
-61
-0.1% -$4.69K 0.53% 71
2023
Q3 		$4.04M Buy
53,870
+18,171
+51% +$1.31M 0.57% 65
2023
Q2 		$2.55M Buy
+35,699
New +$2.33M 0.34% 87

Other funds holding BWXT

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

McKinley Capital Management's BWXT Position: Q2 2024 in Review

McKinley Capital Management reduced its BWX Technologies (BWXT) stake by 12% in Q2 2024, selling an estimated $616K and leaving 48,933 shares worth $4.65M. The position accounts for 0.81% of the portfolio, ranked #40.

McKinley Capital Management first reported a position in BWXT in Q2 2023 and has held it in 5 quarters since. The position peaked at $5.7M in Q1 2024. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

  • McKinley Capital Management held 48,933 shares of BWX Technologies worth $4.65M as of Q2 2024.
  • McKinley Capital Management sold 6,637 BWX Technologies shares in Q2 2024, an estimated $616K.
  • BWX Technologies made up 0.81% of McKinley Capital Management's portfolio in Q2 2024, its #40 holding.
  • McKinley Capital Management first reported a position in BWX Technologies in Q2 2023 and has held it in 5 quarters since.
  • McKinley Capital Management's BWX Technologies position peaked at $5.7M in Q1 2024.
  • 496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.