WLIM
BAY

White Lighthouse Investment Management’s BAYER AG SPONS ADR BAY Stock Holding History

White Lighthouse Investment Management’s Portfolio BAY Stock Details BAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-32,200
Closed -$481K – 119
2020
Q3 		$481K Hold
32,200
– – 0.17% 76
2020
Q2 		$600K Hold
32,200
– – 0.22% 68
2020
Q1 		$466K Hold
32,200
– – 0.2% 76
2019
Q4 		$653K Hold
32,200
– – 0.24% 70
2019
Q3 		$570K Hold
32,200
– – 0.23% 71
2019
Q2 		$562K Buy
+32,200
New +$562K 0.23% 74

Other funds holding BAY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ACM
Academy Capital Management Waco, Texas $699M AUM 12.08% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
MPIM
McGinn Penninger Investment Management Alexandria, Virginia $153M AUM 20.6% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

White Lighthouse Investment Management's BAY Position: Q4 2020 in Review

White Lighthouse Investment Management sold out of BAYER AG SPONS ADR (BAY) in Q4 2020, closing a stake of 32,200 shares — an estimated $481K sold.

White Lighthouse Investment Management first reported a position in BAY in Q2 2019 and held it in 6 quarters. The position peaked at $653K in Q4 2019. 24 funds tracked by Wall St. Rank hold BAY as of Q4 2020.

  • White Lighthouse Investment Management reported no remaining BAYER AG SPONS ADR position as of Q4 2020 after selling out during the quarter.
  • White Lighthouse Investment Management sold 32,200 BAYER AG SPONS ADR shares in Q4 2020, an estimated $481K.
  • White Lighthouse Investment Management first reported a position in BAYER AG SPONS ADR in Q2 2019 and held it in 6 quarters.
  • White Lighthouse Investment Management's BAYER AG SPONS ADR position peaked at $653K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held BAYER AG SPONS ADR as of Q4 2020.

Based on White Lighthouse Investment Management's 13F filing for Q4 2020, filed 3 Feb 2021.