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Westchester Capital Management (New York)’s Biote Corp BTMD Stock Holding History

Westchester Capital Management (New York)’s Portfolio BTMD Stock Details BTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,996
Closed -$155K – 305
2023
Q2 		$155K Buy
+22,996
New +$136K ﹤0.01% 253

Other funds holding BTMD

3C
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BP
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KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westchester Capital Management (New York)'s BTMD Position: Q3 2023 in Review

Westchester Capital Management (New York) sold out of Biote Corp (BTMD) in Q3 2023, closing a stake of 22,996 shares — an estimated $155K sold.

Westchester Capital Management (New York) first reported a position in BTMD in Q2 2023 and held it in 1 quarter. The position peaked at $155K in Q2 2023. 54 funds tracked by Wall St. Rank hold BTMD as of Q3 2023.

  • Westchester Capital Management (New York) reported no remaining Biote Corp position as of Q3 2023 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 22,996 Biote Corp shares in Q3 2023, an estimated $155K.
  • Westchester Capital Management (New York) first reported a position in Biote Corp in Q2 2023 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s Biote Corp position peaked at $155K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Biote Corp as of Q3 2023.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2023, filed 8 Nov 2023.