NW
BG icon

NewEdge Wealth’s Bunge Global BG Stock Holding History

NewEdge Wealth’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,230
Closed -$241K – 739
2023
Q3 		$241K Sell
2,230
-304
-12% -$33.3K 0.01% 577
2023
Q2 		$239K Sell
2,534
-264
-9% -$24.5K 0.01% 578
2023
Q1 		$267K Sell
2,798
-78
-3% -$7.58K 0.01% 523
2022
Q4 		$287K Sell
2,876
-3
-0.1% -$288 0.01% 457
2022
Q3 		$238K Buy
+2,879
New +$268K 0.01% 468

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Wealth's BG Position: Q4 2023 in Review

NewEdge Wealth sold out of Bunge Global (BG) in Q4 2023, closing a stake of 2,230 shares — an estimated $241K sold.

NewEdge Wealth first reported a position in BG in Q3 2022 and held it in 5 quarters. The position peaked at $287K in Q4 2022. 600 funds tracked by Wall St. Rank hold BG as of Q4 2023.

  • NewEdge Wealth reported no remaining Bunge Global position as of Q4 2023 after selling out during the quarter.
  • NewEdge Wealth sold 2,230 Bunge Global shares in Q4 2023, an estimated $241K.
  • NewEdge Wealth first reported a position in Bunge Global in Q3 2022 and held it in 5 quarters.
  • NewEdge Wealth's Bunge Global position peaked at $287K in Q4 2022.
  • 600 funds tracked by Wall St. Rank held Bunge Global as of Q4 2023.

Based on NewEdge Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.