Montag & Associates’s Bumble BMBL Stock Holding History

Montag & Associates’s Portfolio BMBL Stock Details BMBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-38	Closed	-$800	–	933
2022 Q4	$800	Buy	+38	New	+$874	﹤0.01%	914

Other funds holding BMBL

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AGFVA

Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Associates's BMBL Position: Q1 2023 in Review

Montag & Associates sold out of Bumble (BMBL) in Q1 2023, closing a stake of 38 shares — an estimated $800 sold.

Montag & Associates first reported a position in BMBL in Q4 2022 and held it in 1 quarter. The position peaked at $800 in Q4 2022. 235 funds tracked by Wall St. Rank hold BMBL as of Q1 2023.

Montag & Associates reported no remaining Bumble position as of Q1 2023 after selling out during the quarter.
Montag & Associates sold 38 Bumble shares in Q1 2023, an estimated $800.
Montag & Associates first reported a position in Bumble in Q4 2022 and held it in 1 quarter.
Montag & Associates's Bumble position peaked at $800 in Q4 2022.
235 funds tracked by Wall St. Rank held Bumble as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.