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Rothschild Investment LLC’s Brunswick BC Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$153K Buy
2,100
+599
+40% +$48.3K 0.01% 754
2025
Q4 		$111K Buy
1,501
+1,300
+647% +$88.1K 0.01% 776
2025
Q3 		$12.7K Buy
201
+147
+272% +$9.12K ﹤0.01% 1360
2025
Q2 		$2.98K Buy
54
+38
+238% +$1.92K ﹤0.01% 1792
2025
Q1 		$862 Buy
16
+10
+167% +$627 ﹤0.01% 2416
2024
Q4 		$388 Buy
6
+5
+500% +$392 ﹤0.01% 2629
2024
Q3 		$84 Hold
1
– – ﹤0.01% 2862
2024
Q2 		$73 Hold
1
– – ﹤0.01% 2774
2024
Q1 		$97 Hold
1
– – ﹤0.01% 2219
2023
Q4 		$97 Buy
+1
New +$79 ﹤0.01% 1298

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VPM
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American Century Companies
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Dimensional Fund Advisors
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return