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SlateStone Wealth’s Bunge Global BG Stock Holding History

SlateStone Wealth’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
2024
Q4 		– Sell
-41,976
Closed -$4.06M – 292
2024
Q3 		$4.06M Buy
41,976
+24,061
+134% +$2.46M 0.37% 71
2024
Q2 		$1.91M Buy
17,915
+4,110
+30% +$431K 0.21% 99
2024
Q1 		$1.42M Buy
+13,805
New +$1.29M 0.14% 118

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

SlateStone Wealth's BG Position: Q4 2024 in Review

SlateStone Wealth sold out of Bunge Global (BG) in Q4 2024, closing a stake of 41,976 shares — an estimated $4.06M sold.

SlateStone Wealth first reported a position in BG in Q1 2024 and held it in 3 quarters. The position peaked at $4.06M in Q3 2024. 599 funds tracked by Wall St. Rank hold BG as of Q4 2024.

  • SlateStone Wealth reported no remaining Bunge Global position as of Q4 2024 after selling out during the quarter.
  • SlateStone Wealth sold 41,976 Bunge Global shares in Q4 2024, an estimated $4.06M.
  • SlateStone Wealth first reported a position in Bunge Global in Q1 2024 and held it in 3 quarters.
  • SlateStone Wealth's Bunge Global position peaked at $4.06M in Q3 2024.
  • 599 funds tracked by Wall St. Rank held Bunge Global as of Q4 2024.

Based on SlateStone Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.