Monument Capital Management’s Brunswick BC Stock Holding History

Monument Capital Management’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
2022 Q4	–	Sell	-20,784	Closed	-$1.36M	–	159
2022 Q3	$1.36M	Buy	20,784 +1,010	+5%	+$75.8K	0.51%	58
2022 Q2	$1.29M	Sell	19,774 -2,018	-9%	-$148K	0.49%	61
2022 Q1	$1.76M	Buy	21,792 +6,663	+44%	+$615K	0.57%	54
2021 Q4	$1.52M	Sell	15,129 -7,374	-33%	-$722K	0.47%	63
2021 Q3	$2.14M	Sell	22,503 -455	-2%	-$45.3K	0.73%	54
2021 Q2	$2.29M	Buy	+22,958	New	+$2.34M	0.79%	52

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

CCM

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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

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

TCAM

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Monument Capital Management's BC Position: Q4 2022 in Review

Monument Capital Management sold out of Brunswick (BC) in Q4 2022, closing a stake of 20,784 shares — an estimated $1.36M sold.

Monument Capital Management first reported a position in BC in Q2 2021 and held it in 6 quarters. The position peaked at $2.29M in Q2 2021. 400 funds tracked by Wall St. Rank hold BC as of Q4 2022.

Monument Capital Management reported no remaining Brunswick position as of Q4 2022 after selling out during the quarter.
Monument Capital Management sold 20,784 Brunswick shares in Q4 2022, an estimated $1.36M.
Monument Capital Management first reported a position in Brunswick in Q2 2021 and held it in 6 quarters.
Monument Capital Management's Brunswick position peaked at $2.29M in Q2 2021.
400 funds tracked by Wall St. Rank held Brunswick as of Q4 2022.

Based on Monument Capital Management's 13F filing for Q4 2022, filed 27 Jan 2023.