Meristem Family Wealth’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,906
| Closed | -$963K | – | 211 |
|
|
2019
Q3 | $963K | Sell |
16,906
-865
| -5% | -$50.1K | 0.26% | 56 |
|
|
2019
Q2 | $1.03M | Hold |
17,771
| – | – | 0.32% | 51 |
|
|
2019
Q1 | $671K | Hold |
17,771
| – | – | 0.23% | 60 |
|
|
2018
Q4 | $706K | Hold |
17,771
| – | – | 0.26% | 52 |
|
|
2018
Q3 | $874K | Hold |
17,771
| – | – | 0.3% | 43 |
|
|
2018
Q2 | $966K | Sell |
17,771
-900
| -5% | -$49.8K | 0.34% | 40 |
|
|
2018
Q1 | $958K | Hold |
18,671
| – | – | 0.34% | 43 |
|
|
2017
Q4 | $963K | Hold |
18,671
| – | – | 0.35% | 43 |
|
|
2017
Q3 | $861K | Hold |
18,671
| – | – | 0.35% | 47 |
|
|
2017
Q2 | $1M | Hold |
18,671
| – | – | 0.41% | 35 |
|
|
2017
Q1 | $849K | Hold |
18,671
| – | – | 0.34% | 45 |
|
|
2016
Q4 | $744K | Hold |
18,671
| – | – | 0.3% | 49 |
|
|
2016
Q3 | $710K | Hold |
18,671
| – | – | 0.3% | 49 |
|
|
2016
Q2 | $512K | Hold |
18,671
| – | – | 0.23% | 57 |
|
|
2016
Q1 | $499K | Hold |
18,671
| – | – | 0.22% | 58 |
|
|
2015
Q4 | $481K | Hold |
18,671
| – | – | 0.19% | 63 |
|
|
2015
Q3 | $597K | Hold |
18,671
| – | – | 0.31% | 38 |
|
|
2015
Q2 | $845K | Hold |
18,671
| – | – | 0.37% | 39 |
|
|
2015
Q1 | $789K | Hold |
18,671
| – | – | 0.33% | 46 |
|
|
2014
Q4 | $806K | Hold |
18,671
| – | – | 0.29% | 46 |
|
|
2014
Q3 | $667K | Hold |
18,671
| – | – | 0.29% | 51 |
|
|
2014
Q2 | $784K | Hold |
18,671
| – | – | 0.33% | 45 |
|
|
2014
Q1 | $813K | Hold |
18,671
| – | – | 0.36% | 45 |
|
|
2013
Q4 | $993K | Hold |
18,671
| – | – | 0.41% | 41 |
|
|
2013
Q3 | $917K | Hold |
18,671
| – | – | 0.42% | 39 |
|
|
2013
Q2 | $708K | Buy |
+18,671
| New | +$680K | 0.33% | 47 |
|
Meristem Family Wealth's BID Position: Q4 2019 in Review
Meristem Family Wealth sold out of Sotheby's (BID) in Q4 2019, closing a stake of 16,906 shares — an estimated $963K sold.
Meristem Family Wealth first reported a position in BID in Q2 2013 and held it in 26 quarters. The position peaked at $1.03M in Q2 2019. 0 funds tracked by Wall St. Rank hold BID as of Q4 2019.
- Meristem Family Wealth reported no remaining Sotheby's position as of Q4 2019 after selling out during the quarter.
- Meristem Family Wealth sold 16,906 Sotheby's shares in Q4 2019, an estimated $963K.
- Meristem Family Wealth first reported a position in Sotheby's in Q2 2013 and held it in 26 quarters.
- Meristem Family Wealth's Sotheby's position peaked at $1.03M in Q2 2019.
- 0 funds tracked by Wall St. Rank held Sotheby's as of Q4 2019.
Based on Meristem Family Wealth's 13F filing for Q4 2019, filed 31 Jan 2020.