Quest Investment Management’s BayCom BCML Stock Holding History

Quest Investment Management’s Portfolio BCML Stock Details BCML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-137,040	Closed	-$2.6M	–	85
2022 Q4	$2.6M	Hold	137,040	–	–	0.32%	68
2022 Q3	$2.41M	Hold	137,040	–	–	0.3%	70
2022 Q2	$2.83M	Hold	137,040	–	–	0.33%	72
2022 Q1	$2.98M	Hold	137,040	–	–	0.28%	72
2021 Q4	$2.57M	Hold	137,040	–	–	0.22%	72
2021 Q3	$2.55M	Hold	137,040	–	–	0.23%	72
2021 Q2	$2.46M	Hold	137,040	–	–	0.22%	76
2021 Q1	$2.47M	Hold	137,040	–	–	0.23%	77
2020 Q4	$2.08M	Hold	137,040	–	–	0.19%	77
2020 Q3	$1.41M	Hold	137,040	–	–	0.14%	84
2020 Q2	$1.77M	Hold	137,040	–	–	0.2%	74
2020 Q1	$1.65M	Hold	137,040	–	–	0.23%	73
2019 Q4	$3.12M	Hold	137,040	–	–	0.36%	64
2019 Q3	$3.11M	Hold	137,040	–	–	0.39%	58
2019 Q2	$3M	Hold	137,040	–	–	0.37%	59
2019 Q1	$3.1M	Hold	137,040	–	–	0.41%	53
2018 Q4	$3.16M	Hold	137,040	–	–	0.49%	45
2018 Q3	$3.66M	Hold	137,040	–	–	0.51%	46
2018 Q2	$3.39M	Buy	+137,040	New	+$3.29M	0.51%	45

Other funds holding BCML

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Quest Investment Management's BCML Position: Q1 2023 in Review

Quest Investment Management sold out of BayCom (BCML) in Q1 2023, closing a stake of 137,040 shares — an estimated $2.6M sold.

Quest Investment Management first reported a position in BCML in Q2 2018 and held it in 19 quarters. The position peaked at $3.66M in Q3 2018. 69 funds tracked by Wall St. Rank hold BCML as of Q1 2023.

Quest Investment Management reported no remaining BayCom position as of Q1 2023 after selling out during the quarter.
Quest Investment Management sold 137,040 BayCom shares in Q1 2023, an estimated $2.6M.
Quest Investment Management first reported a position in BayCom in Q2 2018 and held it in 19 quarters.
Quest Investment Management's BayCom position peaked at $3.66M in Q3 2018.
69 funds tracked by Wall St. Rank held BayCom as of Q1 2023.

Based on Quest Investment Management's 13F filing for Q1 2023, filed 12 May 2023.