Moran Wealth Management’s Brunswick BC Stock Holding History

Moran Wealth 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
2025 Q1	–	Sell	-121,082	Closed	-$7.83M	–	440
2024 Q4	$7.83M	Sell	121,082 -7,954	-6%	-$624K	0.25%	119
2024 Q3	$10.8M	Sell	129,036 -79,968	-38%	-$6.21M	0.33%	100
2024 Q2	$15.2M	Buy	209,004 +1,309	+0.6%	+$107K	0.5%	67
2024 Q1	$20M	Buy	207,695 +493	+0.2%	+$43.3K	0.65%	44
2023 Q4	$20M	Sell	207,202 -9,153	-4%	-$727K	0.71%	37
2023 Q3	$17.1M	Sell	216,355 -913	-0.4%	-$75.2K	0.66%	46
2023 Q2	$18.8M	Buy	217,268 +2,015	+0.9%	+$164K	0.71%	42
2023 Q1	$17.7M	Buy	215,253 +42,607	+25%	+$3.52M	0.67%	49
2022 Q4	$12.4M	Buy	+172,646	New	+$12.3M	0.47%	72

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

TCAM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Moran Wealth Management's BC Position: Q1 2025 in Review

Moran Wealth Management sold out of Brunswick (BC) in Q1 2025, closing a stake of 121,082 shares — an estimated $7.83M sold.

Moran Wealth Management first reported a position in BC in Q4 2022 and held it in 9 quarters. The position peaked at $20M in Q4 2023. 391 funds tracked by Wall St. Rank hold BC as of Q1 2025.

Moran Wealth Management reported no remaining Brunswick position as of Q1 2025 after selling out during the quarter.
Moran Wealth Management sold 121,082 Brunswick shares in Q1 2025, an estimated $7.83M.
Moran Wealth Management first reported a position in Brunswick in Q4 2022 and held it in 9 quarters.
Moran Wealth Management's Brunswick position peaked at $20M in Q4 2023.
391 funds tracked by Wall St. Rank held Brunswick as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.