Private Trust Company’s Boot Barn BOOT Stock Holding History

Private Trust Company’s Portfolio BOOT Stock Details BOOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.5K	Buy	140 +12	+9%	+$2.18K	﹤0.01%	1683
2025 Q4	$22.6K	Sell	128 -8	-6%	-$1.49K	﹤0.01%	1595
2025 Q3	$22.5K	Buy	136 +74	+119%	+$12.8K	﹤0.01%	1589
2025 Q2	$9.42K	Hold	62	–	–	﹤0.01%	1845
2025 Q1	$6.66K	Sell	62 -17	-22%	-$2.27K	﹤0.01%	1938
2024 Q4	$12K	Hold	79	–	–	﹤0.01%	1694
2024 Q3	$13.2K	Hold	79	–	–	﹤0.01%	1626
2024 Q2	$10.2K	Buy	79 +6	+8%	+$676	﹤0.01%	1676
2024 Q1	$6.95K	Sell	73 -9	-11%	-$744	﹤0.01%	1784
2023 Q4	$6.29K	Sell	82 -55	-40%	-$4.13K	﹤0.01%	1832
2023 Q3	$11.1K	Hold	137	–	–	﹤0.01%	1559
2023 Q2	$11.6K	Sell	137 -5	-4%	-$367	﹤0.01%	1567
2023 Q1	$10.9K	Hold	142	–	–	﹤0.01%	1550
2022 Q4	$9K	Sell	142 -2	-1%	-$120	﹤0.01%	1578
2022 Q3	$8K	Buy	144 +36	+33%	+$2.41K	﹤0.01%	1512
2022 Q2	$7K	Buy	+108	New	+$9.25K	﹤0.01%	1616

Other funds holding BOOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return