Private Ocean’s Bentley Systems BSY Stock Holding History

Private Ocean’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	-$3K	–	565
2022 Q3	$3K	Buy	+100	New	+$3.66K	﹤0.01%	449

Other funds holding BSY

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

SPT

Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return

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

SFI

Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Ocean's BSY Position: Q4 2022 in Review

Private Ocean sold out of Bentley Systems (BSY) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Private Ocean first reported a position in BSY in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 314 funds tracked by Wall St. Rank hold BSY as of Q4 2022.

Private Ocean reported no remaining Bentley Systems position as of Q4 2022 after selling out during the quarter.
Private Ocean sold 100 Bentley Systems shares in Q4 2022, an estimated $3K.
Private Ocean first reported a position in Bentley Systems in Q3 2022 and held it in 1 quarter.
Private Ocean's Bentley Systems position peaked at $3K in Q3 2022.
314 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.