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Surevest’s Bio-Rad Laboratories Class A BIO Stock Holding History

Surevest’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Hold
5
– – ﹤0.01% 385
2022
Q2 		$2K Hold
5
– – ﹤0.01% 407
2022
Q1 		$3K Sell
5
-12
-71% -$7.23K ﹤0.01% 351
2021
Q4 		$13K Buy
+17
New +$12.7K ﹤0.01% 268

Other funds holding BIO

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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surevest's BIO Position: Q3 2022 in Review

Surevest held its Bio-Rad Laboratories Class A (BIO) position steady in Q3 2022 at 5 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Surevest first reported a position in BIO in Q4 2021 and has held it in 4 quarters since. The position peaked at $13K in Q4 2021. 485 funds tracked by Wall St. Rank hold BIO as of Q3 2022.

  • Surevest held 5 shares of Bio-Rad Laboratories Class A worth $2K as of Q3 2022.
  • Surevest left its Bio-Rad Laboratories Class A share count unchanged in Q3 2022.
  • Bio-Rad Laboratories Class A made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #385 holding.
  • Surevest first reported a position in Bio-Rad Laboratories Class A in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Bio-Rad Laboratories Class A position peaked at $13K in Q4 2021.
  • 485 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2022.

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