MWM
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Minot Wealth Management’s Bunge Global BG Stock Holding History

Minot Wealth Management’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
2022
Q2 		$775K Buy
8,551
+6,285
+277% +$697K 0.2% 90
2022
Q1 		$251K Buy
+2,266
New +$232K 0.05% 171

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Minot Wealth Management's BG Position: Q2 2022 in Review

Minot Wealth Management increased its Bunge Global (BG) stake by 277% in Q2 2022, buying an estimated $697K and bringing the position to 8,551 shares worth $775K. The position accounts for 0.2% of the portfolio, ranked #90.

Minot Wealth Management first reported a position in BG in Q1 2022 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold BG as of Q2 2022.

  • Minot Wealth Management held 8,551 shares of Bunge Global worth $775K as of Q2 2022.
  • Minot Wealth Management bought 6,285 Bunge Global shares in Q2 2022, an estimated $697K.
  • Bunge Global made up 0.2% of Minot Wealth Management's portfolio in Q2 2022, its #90 holding.
  • Minot Wealth Management first reported a position in Bunge Global in Q1 2022 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Bunge Global as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.