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USA Financial Formulas’s Barrett Business Services BBSI Stock Holding History

USA Financial Formulas’s Portfolio BBSI Stock Details BBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,600
Closed -$60K – 296
2024
Q3 		$60K Buy
+1,600
New +$56.4K 0.01% 210

Other funds holding BBSI

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

USA Financial Formulas's BBSI Position: Q4 2024 in Review

USA Financial Formulas sold out of Barrett Business Services (BBSI) in Q4 2024, closing a stake of 1,600 shares — an estimated $60K sold.

USA Financial Formulas first reported a position in BBSI in Q3 2024 and held it in 1 quarter. The position peaked at $60K in Q3 2024. 177 funds tracked by Wall St. Rank hold BBSI as of Q4 2024.

  • USA Financial Formulas reported no remaining Barrett Business Services position as of Q4 2024 after selling out during the quarter.
  • USA Financial Formulas sold 1,600 Barrett Business Services shares in Q4 2024, an estimated $60K.
  • USA Financial Formulas first reported a position in Barrett Business Services in Q3 2024 and held it in 1 quarter.
  • USA Financial Formulas's Barrett Business Services position peaked at $60K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Barrett Business Services as of Q4 2024.

Based on USA Financial Formulas's 13F filing for Q4 2024, filed 14 Jan 2025.