Montag & Associates’s Boyd Gaming BYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-322	Closed	-$22.4K	–	912
2023 Q2	$22.4K	Buy	+322	New	+$21.6K	﹤0.01%	666

Other funds holding BYD

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Montag & Associates's BYD Position: Q3 2023 in Review

Montag & Associates sold out of Boyd Gaming (BYD) in Q3 2023, closing a stake of 322 shares — an estimated $22.4K sold.

Montag & Associates first reported a position in BYD in Q2 2023 and held it in 1 quarter. The position peaked at $22.4K in Q2 2023. 342 funds tracked by Wall St. Rank hold BYD as of Q3 2023.

Montag & Associates reported no remaining Boyd Gaming position as of Q3 2023 after selling out during the quarter.
Montag & Associates sold 322 Boyd Gaming shares in Q3 2023, an estimated $22.4K.
Montag & Associates first reported a position in Boyd Gaming in Q2 2023 and held it in 1 quarter.
Montag & Associates's Boyd Gaming position peaked at $22.4K in Q2 2023.
342 funds tracked by Wall St. Rank held Boyd Gaming as of Q3 2023.

Based on Montag & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.