Nuveen’s Birkenstock BIRK Stock Holding History

Nuveen’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.76M	Sell	132,719 -1,176,279	-90%	-$45.9M	﹤0.01%	1910
2025 Q4	$53.5M	Buy	1,308,998 +306,505	+31%	+$13M	0.01%	607
2025 Q3	$45.4M	Sell	1,002,493 -137,848	-12%	-$6.75M	0.01%	666
2025 Q2	$56.1M	Sell	1,140,341 -2,194	-0.2%	-$113K	0.02%	570
2025 Q1	$52.4M	Sell	1,142,535 -1,856,582	-62%	-$97.8M	0.02%	610
2024 Q4	$170M	Sell	2,999,117 -5,632	-0.2%	-$286K	0.05%	284
2024 Q3	$148M	Buy	3,004,749 +290,381	+11%	+$15.8M	0.04%	338
2024 Q2	$148M	Sell	2,714,368 -135,311	-5%	-$6.71M	0.04%	314
2024 Q1	$135M	Buy	2,849,679 +805,453	+39%	+$38.5M	0.04%	348
2023 Q4	$99.6M	Buy	+2,044,226	New	+$88.5M	0.03%	399

Other funds holding BIRK

Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

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

Massachusetts Financial Services

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return