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StoneX Group’s Babcock & Wilcox BW Stock Holding History

StoneX Group’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,500
Closed -$27.5K – 871
2024
Q3 		$27.5K Sell
13,500
-161
-1% -$229 ﹤0.01% 616
2024
Q2 		$19.8K Sell
13,661
-471
-3% -$566 ﹤0.01% 598
2024
Q1 		$16K Buy
14,132
+632
+5% +$782 ﹤0.01% 573
2023
Q4 		$19.7K Sell
13,500
-3
-0% -$6 ﹤0.01% 562
2023
Q3 		$56.8K Hold
13,503
– – 0.01% 570
2023
Q2 		$79.7K Sell
13,503
-31
-0.2% -$182 0.01% 553
2023
Q1 		$82K Sell
13,534
-400
-3% -$2.47K 0.01% 569
2022
Q4 		$80.4K Buy
13,934
+69
+0.5% +$377 0.01% 519
2022
Q3 		$88.5K Sell
13,865
-1,139
-8% -$8.47K 0.01% 477
2022
Q2 		$90.5K Sell
15,004
-999
-6% -$7K 0.01% 592
2022
Q1 		$131K Buy
16,003
+2,503
+19% +$19.5K 0.01% 588
2021
Q4 		$122K Hold
13,500
– – 0.01% 538
2021
Q3 		$87K Hold
13,500
– – 0.01% 459
2021
Q2 		$106K Hold
13,500
– – 0.02% 461
2021
Q1 		$128K Hold
13,500
– – 0.02% 402
2020
Q4 		$47K Sell
13,500
-5,000
-27% -$15.7K 0.01% 363
2020
Q3 		$43K Hold
18,500
– – 0.01% 326
2020
Q2 		$42K Buy
+18,500
New +$31.9K 0.02% 293

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $462M AUM 226.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

StoneX Group's BW Position: Q4 2024 in Review

StoneX Group sold out of Babcock & Wilcox (BW) in Q4 2024, closing a stake of 13,500 shares — an estimated $27.5K sold.

StoneX Group first reported a position in BW in Q2 2020 and held it in 18 quarters. The position peaked at $131K in Q1 2022. 113 funds tracked by Wall St. Rank hold BW as of Q4 2024.

  • StoneX Group reported no remaining Babcock & Wilcox position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 13,500 Babcock & Wilcox shares in Q4 2024, an estimated $27.5K.
  • StoneX Group first reported a position in Babcock & Wilcox in Q2 2020 and held it in 18 quarters.
  • StoneX Group's Babcock & Wilcox position peaked at $131K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.