Pathstone Family Office’s Bio-Techne TECH Stock Holding History

Pathstone Family Office’s Portfolio TECH Stock Details TECH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$744K	Buy	10,936 +3,788	+53%	+$299K	0.01%	838
2023 Q2	$584K	Buy	+7,148	New	+$575K	0.01%	690
2023 Q1	–	Sell	-9,159	Closed	-$593K	–	1360
2022 Q4	$593K	Buy	9,159 +2,555	+39%	+$203K	0.01%	629
2022 Q3	$469K	Buy	+6,604	New	+$571K	0.01%	701

Other funds holding TECH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Family Office's TECH Position: Q3 2023 in Review

Pathstone Family Office increased its Bio-Techne (TECH) stake by 53% in Q3 2023, buying an estimated $299K and bringing the position to 10,936 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #838.

Pathstone Family Office first reported a position in TECH in Q3 2022 and has held it in 4 quarters since. 530 funds tracked by Wall St. Rank hold TECH as of Q3 2023.

Pathstone Family Office held 10,936 shares of Bio-Techne worth $744K as of Q3 2023.
Pathstone Family Office bought 3,788 Bio-Techne shares in Q3 2023, an estimated $299K.
Bio-Techne made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #838 holding.
Pathstone Family Office first reported a position in Bio-Techne in Q3 2022 and has held it in 4 quarters since.
530 funds tracked by Wall St. Rank held Bio-Techne as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.