Valor Management’s Bird Global, Inc. BRDS Stock Holding History

Valor Management’s Portfolio BRDS Stock Details BRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-891,001	Closed	-$1.8M	–	5
2023 Q2	$1.8M	Buy	891,001 +2	+0%	+$6	0.45%	3
2023 Q1	$6.24M	Hold	890,999	–	–	1.64%	3
2022 Q4	$4.01M	Hold	890,999	–	–	0.63%	3
2022 Q3	$7.86M	Hold	890,999	–	–	1.51%	3
2022 Q2	$9.71M	Hold	890,999	–	–	1.71%	3
2022 Q1	$54.6M	Hold	890,999	–	–	8.33%	2
2021 Q4	$137M	Buy	+890,999	New	+$161M	21.9%	2

Other funds holding BRDS

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Valor Management's BRDS Position: Q3 2023 in Review

Valor Management sold out of Bird Global, Inc. (BRDS) in Q3 2023, closing a stake of 891,001 shares — an estimated $1.8M sold.

Valor Management first reported a position in BRDS in Q4 2021 and held it in 7 quarters. The position peaked at $137M in Q4 2021. 8 funds tracked by Wall St. Rank hold BRDS as of Q3 2023.

Valor Management reported no remaining Bird Global, Inc. position as of Q3 2023 after selling out during the quarter.
Valor Management sold 891,001 Bird Global, Inc. shares in Q3 2023, an estimated $1.8M.
Valor Management first reported a position in Bird Global, Inc. in Q4 2021 and held it in 7 quarters.
Valor Management's Bird Global, Inc. position peaked at $137M in Q4 2021.
8 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q3 2023.

Based on Valor Management's 13F filing for Q3 2023, filed 13 Nov 2023.