Sugarloaf Wealth Management’s BrightView Holdings BV Stock Holding History

Sugarloaf Wealth Management’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4	Closed	-$29	–	686
2023 Q2	$29	Hold	4	–	–	﹤0.01%	688
2023 Q1	$22	Hold	4	–	–	﹤0.01%	700
2022 Q4	$28	Hold	4	–	–	﹤0.01%	781
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	746
2022 Q2	$0	Hold	4	–	–	﹤0.01%	784
2022 Q1	$0	Hold	4	–	–	﹤0.01%	717
2021 Q4	$0	Hold	4	–	–	﹤0.01%	747
2021 Q3	$0	Hold	4	–	–	﹤0.01%	768
2021 Q2	$0	Hold	4	–	–	﹤0.01%	759
2021 Q1	$0	Buy	+4	New	+$64	﹤0.01%	750

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sugarloaf Wealth Management's BV Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of BrightView Holdings (BV) in Q3 2023, closing a stake of 4 shares — an estimated $29 sold.

Sugarloaf Wealth Management first reported a position in BV in Q1 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 138 funds tracked by Wall St. Rank hold BV as of Q3 2023.

Sugarloaf Wealth Management reported no remaining BrightView Holdings position as of Q3 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 4 BrightView Holdings shares in Q3 2023, an estimated $29.
Sugarloaf Wealth Management first reported a position in BrightView Holdings in Q1 2021 and held it in 10 quarters.
Sugarloaf Wealth Management's BrightView Holdings position peaked at $1K in Q3 2022.
138 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.