The Family Firm’s Birkenstock BIRK Stock Holding History

The Family Firm’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-166	Closed	-$9.03K	–	275
2024 Q2	$9.03K	Buy	+166	New	+$8.23K	﹤0.01%	689

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

The Family Firm's BIRK Position: Q3 2024 in Review

The Family Firm sold out of Birkenstock (BIRK) in Q3 2024, closing a stake of 166 shares — an estimated $9.03K sold.

The Family Firm first reported a position in BIRK in Q2 2024 and held it in 1 quarter. The position peaked at $9.03K in Q2 2024. 181 funds tracked by Wall St. Rank hold BIRK as of Q3 2024.

The Family Firm reported no remaining Birkenstock position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 166 Birkenstock shares in Q3 2024, an estimated $9.03K.
The Family Firm first reported a position in Birkenstock in Q2 2024 and held it in 1 quarter.
The Family Firm's Birkenstock position peaked at $9.03K in Q2 2024.
181 funds tracked by Wall St. Rank held Birkenstock as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.