SW
BGG

SVB Wealth’s Briggs & Stratton Corp. BGG Stock Holding History

SVB Wealth’s Portfolio BGG Stock Details BGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-23,056
Closed -$302K – 419
2018
Q4 		$302K Sell
23,056
-9,976
-30% -$154K 0.01% 346
2018
Q3 		$635K Sell
33,032
-941
-3% -$17.8K 0.02% 309
2018
Q2 		$598K Sell
33,973
-2,017
-6% -$38.4K 0.02% 315
2018
Q1 		$771K Buy
35,990
+4,805
+15% +$112K 0.03% 290
2017
Q4 		$791K Buy
31,185
+980
+3% +$24.1K 0.03% 290
2017
Q3 		$710K Buy
30,205
+965
+3% +$21.9K 0.03% 306
2017
Q2 		$705K Buy
29,240
+2,880
+11% +$68.2K 0.03% 310
2017
Q1 		$592K Buy
26,360
+3,020
+13% +$65.6K 0.02% 326
2016
Q4 		$520K Buy
23,340
+4,955
+27% +$101K 0.02% 330
2016
Q3 		$343K Buy
18,385
+2,930
+19% +$60.4K 0.01% 411
2016
Q2 		$327K Buy
15,455
+1,585
+11% +$34.3K 0.01% 419
2016
Q1 		$332K Sell
13,870
-2,466
-15% -$50.9K 0.01% 426
2015
Q4 		$283K Buy
16,336
+2,298
+16% +$43K 0.01% 470
2015
Q3 		$271K Buy
14,038
+1,572
+13% +$30.1K 0.01% 486
2015
Q2 		$240K Buy
12,466
+2,284
+22% +$44.7K 0.01% 509
2015
Q1 		$209K Buy
+10,182
New +$200K 0.01% 525

Other funds holding BGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $2.7B AUM 22.12% 1-Year Est. Return