Van Hulzen Asset Management’s Sierra Bancorp BSRR Stock Holding History

Van Hulzen Asset Management’s Portfolio BSRR Stock Details BSRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$29	–	404
2024 Q4	$29	Buy	+1	New	+$30	﹤0.01%	1157
2024 Q3	–	Sell	-10,001	Closed	-$224K	–	322
2024 Q2	$224K	Sell	10,001 -3,000	-23%	-$61.3K	0.02%	284
2024 Q1	$263K	Sell	13,001 -659	-5%	-$13K	0.02%	280
2023 Q4	$308K	Sell	13,660 -6,340	-32%	-$123K	0.02%	263
2023 Q3	$379K	Hold	20,000	–	–	0.03%	230
2023 Q2	$339K	Buy	+20,000	New	+$329K	0.03%	221

Other funds holding BSRR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Van Hulzen Asset Management's BSRR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Sierra Bancorp (BSRR) in Q1 2025, closing a stake of 1 share — an estimated $29 sold.

Van Hulzen Asset Management first reported a position in BSRR in Q2 2023 and held it in 6 quarters. The position peaked at $379K in Q3 2023. 114 funds tracked by Wall St. Rank hold BSRR as of Q1 2025.

Van Hulzen Asset Management reported no remaining Sierra Bancorp position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1 Sierra Bancorp share in Q1 2025, an estimated $29.
Van Hulzen Asset Management first reported a position in Sierra Bancorp in Q2 2023 and held it in 6 quarters.
Van Hulzen Asset Management's Sierra Bancorp position peaked at $379K in Q3 2023.
114 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.