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Phoenix Financial’s Bunge Global BG Stock Holding History

Phoenix Financial’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
2024
Q4 		– Sell
-40,994
Closed -$3.96M – 370
2024
Q3 		$3.96M Buy
40,994
+4,071
+11% +$416K 0.06% 152
2024
Q2 		$3.94M Buy
36,923
+1,994
+6% +$209K 0.06% 154
2024
Q1 		$3.58M Buy
34,929
+845
+2% +$79.1K 0.05% 157
2023
Q4 		$3.88M Buy
34,084
+3,912
+13% +$410K 0.06% 137
2023
Q3 		$3.27M Buy
30,172
+7,805
+35% +$855K 0.06% 146
2023
Q2 		$2.11M Buy
22,367
+9,290
+71% +$862K 0.04% 157
2023
Q1 		$1.25M Buy
13,077
+2,213
+20% +$215K 0.03% 179
2022
Q4 		$1.08M Buy
10,864
+357
+3% +$34.3K 0.02% 176
2022
Q3 		$864K Buy
10,507
+2,975
+39% +$277K 0.02% 209
2022
Q2 		$683K Buy
+7,532
New +$836K 0.01% 260

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Phoenix Financial's BG Position: Q4 2024 in Review

Phoenix Financial sold out of Bunge Global (BG) in Q4 2024, closing a stake of 40,994 shares — an estimated $3.96M sold.

Phoenix Financial first reported a position in BG in Q2 2022 and held it in 10 quarters. The position peaked at $3.96M in Q3 2024. 599 funds tracked by Wall St. Rank hold BG as of Q4 2024.

  • Phoenix Financial reported no remaining Bunge Global position as of Q4 2024 after selling out during the quarter.
  • Phoenix Financial sold 40,994 Bunge Global shares in Q4 2024, an estimated $3.96M.
  • Phoenix Financial first reported a position in Bunge Global in Q2 2022 and held it in 10 quarters.
  • Phoenix Financial's Bunge Global position peaked at $3.96M in Q3 2024.
  • 599 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.