Ruffer LLP’s Brightstar Lottery PLC BRSL Stock Holding History

Ruffer LLP’s Portfolio BRSL Stock Details BRSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-80,000	Closed	-$1.2M	–	85
2019 Q4	$1.2M	Sell	80,000 -41,000	-34%	-$584K	0.04%	53
2019 Q3	$1.72M	Sell	121,000 -14,000	-10%	-$186K	0.05%	55
2019 Q2	$1.75M	Buy	135,000 +110,000	+440%	+$1.5M	0.04%	57
2019 Q1	$325K	Hold	25,000	–	–	0.01%	83
2018 Q4	$366K	Buy	+25,000	New	+$413K	0.01%	85

Other funds holding BRSL

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ruffer LLP's BRSL Position: Q1 2020 in Review

Ruffer LLP sold out of Brightstar Lottery PLC (BRSL) in Q1 2020, closing a stake of 80,000 shares — an estimated $1.2M sold.

Ruffer LLP first reported a position in BRSL in Q4 2018 and held it in 5 quarters. The position peaked at $1.75M in Q2 2019. 206 funds tracked by Wall St. Rank hold BRSL as of Q1 2020.

Ruffer LLP reported no remaining Brightstar Lottery PLC position as of Q1 2020 after selling out during the quarter.
Ruffer LLP sold 80,000 Brightstar Lottery PLC shares in Q1 2020, an estimated $1.2M.
Ruffer LLP first reported a position in Brightstar Lottery PLC in Q4 2018 and held it in 5 quarters.
Ruffer LLP's Brightstar Lottery PLC position peaked at $1.75M in Q2 2019.
206 funds tracked by Wall St. Rank held Brightstar Lottery PLC as of Q1 2020.

Based on Ruffer LLP's 13F filing for Q1 2020, filed 7 May 2020.