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Operose Advisors’s Bright Horizons BFAM Stock Holding History

Operose Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-196
Closed -$16K – 621
2023
Q3 		$16K Buy
+196
New +$18.1K 0.01% 506

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Operose Advisors's BFAM Position: Q4 2023 in Review

Operose Advisors sold out of Bright Horizons (BFAM) in Q4 2023, closing a stake of 196 shares — an estimated $16K sold.

Operose Advisors first reported a position in BFAM in Q3 2023 and held it in 1 quarter. The position peaked at $16K in Q3 2023. 288 funds tracked by Wall St. Rank hold BFAM as of Q4 2023.

  • Operose Advisors reported no remaining Bright Horizons position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 196 Bright Horizons shares in Q4 2023, an estimated $16K.
  • Operose Advisors first reported a position in Bright Horizons in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's Bright Horizons position peaked at $16K in Q3 2023.
  • 288 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.