Summit Financial’s Brunswick BC Stock Holding History

Summit Financial’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,047	Closed	-$262K	–	711
2024 Q4	$262K	Buy	+4,047	New	+$317K	0.01%	567

Other funds holding BC

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial's BC Position: Q1 2025 in Review

Summit Financial sold out of Brunswick (BC) in Q1 2025, closing a stake of 4,047 shares — an estimated $262K sold.

Summit Financial first reported a position in BC in Q4 2024 and held it in 1 quarter. The position peaked at $262K in Q4 2024. 391 funds tracked by Wall St. Rank hold BC as of Q1 2025.

Summit Financial reported no remaining Brunswick position as of Q1 2025 after selling out during the quarter.
Summit Financial sold 4,047 Brunswick shares in Q1 2025, an estimated $262K.
Summit Financial first reported a position in Brunswick in Q4 2024 and held it in 1 quarter.
Summit Financial's Brunswick position peaked at $262K in Q4 2024.
391 funds tracked by Wall St. Rank held Brunswick as of Q1 2025.

Based on Summit Financial's 13F filing for Q1 2025, filed 14 May 2025.