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Waverton Investment Management’s Boot Barn BOOT Stock Holding History

Waverton Investment Management’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-140,353
Closed -$10.8M – 77
2023
Q1 		$10.8M Buy
+140,353
New +$10.8M 0.33% 49

Other funds holding BOOT

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Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverton Investment Management's BOOT Position: Q2 2023 in Review

Waverton Investment Management sold out of Boot Barn (BOOT) in Q2 2023, closing a stake of 140,353 shares — an estimated $10.8M sold.

Waverton Investment Management first reported a position in BOOT in Q1 2023 and held it in 1 quarter. The position peaked at $10.8M in Q1 2023. 268 funds tracked by Wall St. Rank hold BOOT as of Q2 2023.

  • Waverton Investment Management reported no remaining Boot Barn position as of Q2 2023 after selling out during the quarter.
  • Waverton Investment Management sold 140,353 Boot Barn shares in Q2 2023, an estimated $10.8M.
  • Waverton Investment Management first reported a position in Boot Barn in Q1 2023 and held it in 1 quarter.
  • Waverton Investment Management's Boot Barn position peaked at $10.8M in Q1 2023.
  • 268 funds tracked by Wall St. Rank held Boot Barn as of Q2 2023.

Based on Waverton Investment Management's 13F filing for Q2 2023, filed 2 Aug 2023.