Prelude Capital Management’s Brown-Forman Class B BF.B Stock Holding History

Prelude Capital Management’s Portfolio BF.B Stock Details BF.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,400	Closed	-$71K	–	1783
2018 Q3	$71K	Buy	+1,400	New	+$72.7K	﹤0.01%	1046
2018 Q2	–	Sell	-400	Closed	-$22K	–	1671
2018 Q1	$22K	Buy	+400	New	+$19K	﹤0.01%	1247

Other funds holding BF.B

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Prelude Capital Management's BF.B Position: Q1 2023 in Review

Prelude Capital Management sold out of Brown-Forman Class B (BF.B) in Q1 2023, closing a stake of 5,493 shares — an estimated $361K sold.

Prelude Capital Management first reported a position in BF.B in Q4 2013 and held it in 16 quarters. The position peaked at $1.25M in Q2 2022. 659 funds tracked by Wall St. Rank hold BF.B as of Q1 2023.

Prelude Capital Management reported no remaining Brown-Forman Class B position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 5,493 Brown-Forman Class B shares in Q1 2023, an estimated $361K.
Prelude Capital Management first reported a position in Brown-Forman Class B in Q4 2013 and held it in 16 quarters.
Prelude Capital Management's Brown-Forman Class B position peaked at $1.25M in Q2 2022.
659 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.