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Morton Brown Family Wealth’s Arrow Electronics ARW Stock Holding History

Morton Brown Family Wealth’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14
Closed -$1.75K – 185
2023
Q1 		$1.75K Buy
+14
New +$1.66K ﹤0.01% 209

Other funds holding ARW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morton Brown Family Wealth's ARW Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Arrow Electronics (ARW) in Q2 2023, closing a stake of 14 shares — an estimated $1.75K sold.

Morton Brown Family Wealth first reported a position in ARW in Q1 2023 and held it in 1 quarter. The position peaked at $1.75K in Q1 2023. 473 funds tracked by Wall St. Rank hold ARW as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Arrow Electronics position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 14 Arrow Electronics shares in Q2 2023, an estimated $1.75K.
  • Morton Brown Family Wealth first reported a position in Arrow Electronics in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Arrow Electronics position peaked at $1.75K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.