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Rockbridge Investment Management’s Bunge Global BG Stock Holding History

Rockbridge Investment Management’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20
Closed -$2.26K – 661
2022
Q1 		$2.26K Hold
20
– – ﹤0.01% 691
2021
Q4 		$2K Hold
20
– – ﹤0.01% 714
2021
Q3 		$2K Hold
20
– – ﹤0.01% 664
2021
Q2 		$2K Hold
20
– – ﹤0.01% 665
2021
Q1 		$2K Hold
20
– – ﹤0.01% 640
2020
Q4 		$1K Buy
+20
New +$1.17K ﹤0.01% 652

Other funds holding BG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockbridge Investment Management's BG Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Bunge Global (BG) in Q2 2022, closing a stake of 20 shares — an estimated $2.26K sold.

Rockbridge Investment Management first reported a position in BG in Q4 2020 and held it in 6 quarters. The position peaked at $2.26K in Q1 2022. 598 funds tracked by Wall St. Rank hold BG as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Bunge Global position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 20 Bunge Global shares in Q2 2022, an estimated $2.26K.
  • Rockbridge Investment Management first reported a position in Bunge Global in Q4 2020 and held it in 6 quarters.
  • Rockbridge Investment Management's Bunge Global position peaked at $2.26K in Q1 2022.
  • 598 funds tracked by Wall St. Rank held Bunge Global as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.