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Yorktown Management & Research Company’s Brunswick BC Stock Holding History

Yorktown Management & Research Company’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,700
Closed -$261K – 196
2024
Q1 		$261K Buy
+2,700
New +$237K 0.25% 199
2022
Q4 		– Sell
-3,700
Closed -$242K – 186
2022
Q3 		$242K Buy
+3,700
New +$278K 0.31% 147

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Yorktown Management & Research Company's BC Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of Brunswick (BC) in Q2 2024, closing a stake of 2,700 shares — an estimated $261K sold.

Yorktown Management & Research Company first reported a position in BC in Q3 2022 and held it in 2 quarters. The position peaked at $261K in Q1 2024. 392 funds tracked by Wall St. Rank hold BC as of Q2 2024.

  • Yorktown Management & Research Company reported no remaining Brunswick position as of Q2 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 2,700 Brunswick shares in Q2 2024, an estimated $261K.
  • Yorktown Management & Research Company first reported a position in Brunswick in Q3 2022 and held it in 2 quarters.
  • Yorktown Management & Research Company's Brunswick position peaked at $261K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.