Moisand Fitzgerald Tamayo’s Brunswick BC Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15	Closed	-$1.19K	–	664
2023 Q3	$1.19K	Hold	15	–	–	﹤0.01%	637
2023 Q2	$1.3K	Hold	15	–	–	﹤0.01%	617
2023 Q1	$1.23K	Hold	15	–	–	﹤0.01%	640
2022 Q4	$1.08K	Sell	15 -3	-17%	-$213	﹤0.01%	654
2022 Q3	$1K	Buy	+18	New	+$1.35K	﹤0.01%	566

Other funds holding BC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BC Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Brunswick (BC) in Q4 2023, closing a stake of 15 shares — an estimated $1.19K sold.

Moisand Fitzgerald Tamayo first reported a position in BC in Q3 2022 and held it in 5 quarters. The position peaked at $1.3K in Q2 2023. 386 funds tracked by Wall St. Rank hold BC as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Brunswick position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 15 Brunswick shares in Q4 2023, an estimated $1.19K.
Moisand Fitzgerald Tamayo first reported a position in Brunswick in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Brunswick position peaked at $1.3K in Q2 2023.
386 funds tracked by Wall St. Rank held Brunswick as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.