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Salomon & Ludwin’s Brunswick BC Stock Holding History

Salomon & Ludwin’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 		$102K Hold
1,392
– – 0.01% 249
2025
Q4 		$105K Sell
1,392
-12
-0.9% -$813 0.01% 230
2025
Q3 		$93.1K Buy
1,404
+21
+2% +$1.3K 0.01% 235
2025
Q2 		$82.8K Hold
1,383
– – 0.01% 206
2025
Q1 		$74.5K Hold
1,383
– – 0.01% 203
2024
Q4 		$89.5K Hold
1,383
– – 0.01% 186
2024
Q3 		$116K Hold
1,383
– – 0.01% 175
2024
Q2 		$101K Sell
1,383
-82
-6% -$6.69K 0.01% 190
2024
Q1 		$141K Hold
1,465
– – 0.01% 214
2023
Q4 		$116K Hold
1,465
– – 0.01% 211
2023
Q3 		$116K Buy
+1,465
New +$121K 0.01% 211

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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