Personal Capital Advisors’s Balchem Corp BCPC Stock Holding History

Personal Capital Advisors’s Portfolio BCPC Stock Details BCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$12.7M	Buy	104,302 +2,604	+3%	+$344K	0.06%	156
2022 Q3	$12.4M	Buy	101,698 +2,515	+3%	+$328K	0.07%	147
2022 Q2	$12.9M	Buy	99,183 +2,507	+3%	+$314K	0.07%	146
2022 Q1	$13.2M	Buy	96,676 +2,578	+3%	+$369K	0.06%	150
2021 Q4	$15.9M	Buy	94,098 +703	+0.8%	+$113K	0.07%	137
2021 Q3	$13.5M	Buy	93,395 +3,836	+4%	+$519K	0.07%	138
2021 Q2	$11.8M	Buy	89,559 +6,520	+8%	+$839K	0.06%	150
2021 Q1	$10.4M	Buy	83,039 +8,654	+12%	+$1.05M	0.06%	151
2020 Q4	$8.57M	Buy	74,385 +5,093	+7%	+$537K	0.05%	149
2020 Q3	$6.76M	Buy	69,292 +2,174	+3%	+$213K	0.05%	151
2020 Q2	$6.37M	Buy	67,118 +2,882	+4%	+$270K	0.05%	146
2020 Q1	$6.38M	Buy	+64,236	New	+$6.58M	0.06%	143

Other funds holding BCPC

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Personal Capital Advisors's BCPC Position: Q4 2022 in Review

Personal Capital Advisors increased its Balchem Corp (BCPC) stake by 2.6% in Q4 2022, buying an estimated $344K and bringing the position to 104,302 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #156.

Personal Capital Advisors first reported a position in BCPC in Q1 2020 and has held it in 12 quarters since. The position peaked at $15.9M in Q4 2021. 292 funds tracked by Wall St. Rank hold BCPC as of Q4 2022.

Personal Capital Advisors held 104,302 shares of Balchem Corp worth $12.7M as of Q4 2022.
Personal Capital Advisors bought 2,604 Balchem Corp shares in Q4 2022, an estimated $344K.
Balchem Corp made up 0.06% of Personal Capital Advisors's portfolio in Q4 2022, its #156 holding.
Personal Capital Advisors first reported a position in Balchem Corp in Q1 2020 and has held it in 12 quarters since.
Personal Capital Advisors's Balchem Corp position peaked at $15.9M in Q4 2021.
292 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.