Morris Capital Advisors’s Buckle BKE Stock Holding History

Morris Capital Advisors’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,156	Closed	-$275K	–	63
2019 Q4	$275K	Hold	10,156	–	–	0.23%	61
2019 Q3	$209K	Hold	10,156	–	–	0.18%	64
2019 Q2	$176K	Buy	+10,156	New	+$179K	0.15%	67
2018 Q4	–	Sell	-9,867	Closed	-$227K	–	66
2018 Q3	$227K	Hold	9,867	–	–	0.15%	64
2018 Q2	$265K	Hold	9,867	–	–	0.19%	60
2018 Q1	$219K	Hold	9,867	–	–	0.15%	67
2017 Q4	$234K	Buy	+9,867	New	+$194K	0.15%	70

Other funds holding BKE

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

Morris Capital Advisors's BKE Position: Q1 2020 in Review

Morris Capital Advisors sold out of Buckle (BKE) in Q1 2020, closing a stake of 10,156 shares — an estimated $275K sold.

Morris Capital Advisors first reported a position in BKE in Q4 2017 and held it in 7 quarters. The position peaked at $275K in Q4 2019. 165 funds tracked by Wall St. Rank hold BKE as of Q1 2020.

Morris Capital Advisors reported no remaining Buckle position as of Q1 2020 after selling out during the quarter.
Morris Capital Advisors sold 10,156 Buckle shares in Q1 2020, an estimated $275K.
Morris Capital Advisors first reported a position in Buckle in Q4 2017 and held it in 7 quarters.
Morris Capital Advisors's Buckle position peaked at $275K in Q4 2019.
165 funds tracked by Wall St. Rank held Buckle as of Q1 2020.

Based on Morris Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.