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Retirement Group’s Brunswick BC Stock Holding History

Retirement Group’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$9.68K – 847
2023
Q4 		$9.68K Hold
100
– – ﹤0.01% 453
2023
Q3 		$7.9K Hold
100
– – ﹤0.01% 438
2023
Q2 		$8.66K Hold
100
– – ﹤0.01% 432
2023
Q1 		$8K Hold
100
– – ﹤0.01% 417
2022
Q4 		$7K Buy
+100
New +$7.11K ﹤0.01% 392
2022
Q3 		– Sell
-200
Closed -$13K – 508
2022
Q2 		$13K Buy
200
+100
+100% +$7.35K 0.01% 390
2022
Q1 		$8K Hold
100
– – ﹤0.01% 492
2021
Q4 		$10K Hold
100
– – ﹤0.01% 431
2021
Q3 		$10K Hold
100
– – ﹤0.01% 376
2021
Q2 		$10K Hold
100
– – ﹤0.01% 405
2021
Q1 		$10K Buy
+100
New +$9.16K ﹤0.01% 467

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Retirement Group's BC Position: Q1 2024 in Review

Retirement Group sold out of Brunswick (BC) in Q1 2024, closing a stake of 100 shares — an estimated $9.68K sold.

Retirement Group first reported a position in BC in Q1 2021 and held it in 11 quarters. The position peaked at $13K in Q2 2022. 396 funds tracked by Wall St. Rank hold BC as of Q1 2024.

  • Retirement Group reported no remaining Brunswick position as of Q1 2024 after selling out during the quarter.
  • Retirement Group sold 100 Brunswick shares in Q1 2024, an estimated $9.68K.
  • Retirement Group first reported a position in Brunswick in Q1 2021 and held it in 11 quarters.
  • Retirement Group's Brunswick position peaked at $13K in Q2 2022.
  • 396 funds tracked by Wall St. Rank held Brunswick as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.