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Schechter Investment Advisors’s Brunswick BC Stock Holding History

Schechter Investment Advisors’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
2022
Q3 		– Sell
-11,441
Closed -$748K – 952
2022
Q2 		$748K Sell
11,441
-2,309
-17% -$170K 0.07% 383
2022
Q1 		$1.11M Sell
13,750
-2,177
-14% -$201K 0.1% 269
2021
Q4 		$1.6M Buy
+15,927
New +$1.56M 0.14% 167

Other funds holding BC

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schechter Investment Advisors's BC Position: Q3 2022 in Review

Schechter Investment Advisors sold out of Brunswick (BC) in Q3 2022, closing a stake of 11,441 shares — an estimated $748K sold.

Schechter Investment Advisors first reported a position in BC in Q4 2021 and held it in 3 quarters. The position peaked at $1.6M in Q4 2021. 377 funds tracked by Wall St. Rank hold BC as of Q3 2022.

  • Schechter Investment Advisors reported no remaining Brunswick position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 11,441 Brunswick shares in Q3 2022, an estimated $748K.
  • Schechter Investment Advisors first reported a position in Brunswick in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's Brunswick position peaked at $1.6M in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Brunswick as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.