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United Capital Financial Advisors’s Balchem Corp BCPC Stock Holding History

United Capital Financial Advisors’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,392
Closed -$202K – 1248
2021
Q3 		$202K Sell
1,392
-743
-35% -$101K ﹤0.01% 1145
2021
Q2 		$280K Buy
2,135
+8
+0.4% +$1.03K ﹤0.01% 1044
2021
Q1 		$267K Sell
2,127
-204
-9% -$24.8K ﹤0.01% 1019
2020
Q4 		$269K Sell
2,331
-250
-10% -$26.4K ﹤0.01% 1035
2020
Q3 		$252K Buy
+2,581
New +$253K ﹤0.01% 1008

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

United Capital Financial Advisors's BCPC Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Balchem Corp (BCPC) in Q4 2021, closing a stake of 1,392 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in BCPC in Q3 2020 and held it in 5 quarters. The position peaked at $280K in Q2 2021. 292 funds tracked by Wall St. Rank hold BCPC as of Q4 2021.

  • United Capital Financial Advisors reported no remaining Balchem Corp position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,392 Balchem Corp shares in Q4 2021, an estimated $202K.
  • United Capital Financial Advisors first reported a position in Balchem Corp in Q3 2020 and held it in 5 quarters.
  • United Capital Financial Advisors's Balchem Corp position peaked at $280K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.