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Surevest’s Brunswick BC Stock Holding History

Surevest’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
2022
Q3 		$5K Buy
77
+1
+1% +$75 ﹤0.01% 318
2022
Q2 		$5K Hold
76
– – ﹤0.01% 331
2022
Q1 		$6K Hold
76
– – ﹤0.01% 299
2021
Q4 		$8K Buy
+76
New +$7.44K ﹤0.01% 288

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Surevest's BC Position: Q3 2022 in Review

Surevest increased its Brunswick (BC) stake by 1.3% in Q3 2022, buying an estimated $75 and bringing the position to 77 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Surevest first reported a position in BC in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q4 2021. 377 funds tracked by Wall St. Rank hold BC as of Q3 2022.

  • Surevest held 77 shares of Brunswick worth $5K as of Q3 2022.
  • Surevest bought 1 Brunswick share in Q3 2022, an estimated $75.
  • Brunswick made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #318 holding.
  • Surevest first reported a position in Brunswick in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Brunswick position peaked at $8K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Brunswick as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.