Stockman Wealth Management’s Bridger Aerospace BAER Stock Holding History

Stockman Wealth Management’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50,000	Closed	-$424K	–	177
2023 Q3	$424K	Hold	50,000	–	–	0.09%	110
2023 Q2	$280K	Hold	50,000	–	–	0.06%	148
2023 Q1	$228K	Buy	+50,000	New	+$289K	0.05%	183

Other funds holding BAER

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Stockman Wealth Management's BAER Position: Q4 2023 in Review

Stockman Wealth Management sold out of Bridger Aerospace (BAER) in Q4 2023, closing a stake of 50,000 shares — an estimated $424K sold.

Stockman Wealth Management first reported a position in BAER in Q1 2023 and held it in 3 quarters. The position peaked at $424K in Q3 2023. 12 funds tracked by Wall St. Rank hold BAER as of Q4 2023.

Stockman Wealth Management reported no remaining Bridger Aerospace position as of Q4 2023 after selling out during the quarter.
Stockman Wealth Management sold 50,000 Bridger Aerospace shares in Q4 2023, an estimated $424K.
Stockman Wealth Management first reported a position in Bridger Aerospace in Q1 2023 and held it in 3 quarters.
Stockman Wealth Management's Bridger Aerospace position peaked at $424K in Q3 2023.
12 funds tracked by Wall St. Rank held Bridger Aerospace as of Q4 2023.

Based on Stockman Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.