MOTCO’s Banco Bradesco BBD Stock Holding History

MOTCO’s Portfolio BBD Stock Details BBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,494	Closed	-$15.7K	–	770
2023 Q3	$15.7K	Buy	5,494 +5,385	+4,940%	+$17K	﹤0.01%	474
2023 Q2	$377	Buy	+109	New	+$337	﹤0.01%	909

Other funds holding BBD

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

SIM

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

MOTCO's BBD Position: Q4 2023 in Review

MOTCO sold out of Banco Bradesco (BBD) in Q4 2023, closing a stake of 5,494 shares — an estimated $15.7K sold.

MOTCO first reported a position in BBD in Q2 2023 and held it in 2 quarters. The position peaked at $15.7K in Q3 2023. 243 funds tracked by Wall St. Rank hold BBD as of Q4 2023.

MOTCO reported no remaining Banco Bradesco position as of Q4 2023 after selling out during the quarter.
MOTCO sold 5,494 Banco Bradesco shares in Q4 2023, an estimated $15.7K.
MOTCO first reported a position in Banco Bradesco in Q2 2023 and held it in 2 quarters.
MOTCO's Banco Bradesco position peaked at $15.7K in Q3 2023.
243 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2023.

Based on MOTCO's 13F filing for Q4 2023, filed 9 Feb 2024.