Stilwell Value’s Barnwell Industries BRN Stock Holding History

Stilwell Value’s Portfolio BRN Stock Details BRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-100,000	Closed	-$220K	–	39
2023 Q1	$220K	Buy	+100,000	New	+$248K	0.12%	35

Other funds holding BRN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EST

EA Series Trust Havertown, Pennsylvania $2.84B AUM

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Stilwell Value's BRN Position: Q2 2023 in Review

Stilwell Value sold out of Barnwell Industries (BRN) in Q2 2023, closing a stake of 100,000 shares — an estimated $220K sold.

Stilwell Value first reported a position in BRN in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 25 funds tracked by Wall St. Rank hold BRN as of Q2 2023.

Stilwell Value reported no remaining Barnwell Industries position as of Q2 2023 after selling out during the quarter.
Stilwell Value sold 100,000 Barnwell Industries shares in Q2 2023, an estimated $220K.
Stilwell Value first reported a position in Barnwell Industries in Q1 2023 and held it in 1 quarter.
Stilwell Value's Barnwell Industries position peaked at $220K in Q1 2023.
25 funds tracked by Wall St. Rank held Barnwell Industries as of Q2 2023.

Based on Stilwell Value's 13F filing for Q2 2023, filed 11 Aug 2023.