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Yousif Capital Management’s BRC Group Holdings RILY Stock Holding History

Yousif Capital Management’s Portfolio RILY Stock Details RILY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,190
Closed -$336K – 2000
2023
Q3 		$336K Sell
8,190
-185
-2% -$9.11K ﹤0.01% 1662
2023
Q2 		$385K Sell
8,375
-796
-9% -$28K ﹤0.01% 1609
2023
Q1 		$260K Sell
9,171
-900
-9% -$34.1K ﹤0.01% 1750
2022
Q4 		$344K Sell
10,071
-5,500
-35% -$231K ﹤0.01% 1654
2022
Q3 		$693K Sell
15,571
-694
-4% -$34.7K 0.01% 1372
2022
Q2 		$687K Sell
16,265
-965
-6% -$50.6K 0.01% 1420
2022
Q1 		$1.21M Sell
17,230
-505
-3% -$34.2K 0.01% 1268
2021
Q4 		$1.58M Buy
+17,735
New +$1.3M 0.02% 1141

Other funds holding RILY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Yousif Capital Management's RILY Position: Q4 2023 in Review

Yousif Capital Management sold out of BRC Group Holdings (RILY) in Q4 2023, closing a stake of 8,190 shares — an estimated $336K sold.

Yousif Capital Management first reported a position in RILY in Q4 2021 and held it in 8 quarters. The position peaked at $1.58M in Q4 2021. 143 funds tracked by Wall St. Rank hold RILY as of Q4 2023.

  • Yousif Capital Management reported no remaining BRC Group Holdings position as of Q4 2023 after selling out during the quarter.
  • Yousif Capital Management sold 8,190 BRC Group Holdings shares in Q4 2023, an estimated $336K.
  • Yousif Capital Management first reported a position in BRC Group Holdings in Q4 2021 and held it in 8 quarters.
  • Yousif Capital Management's BRC Group Holdings position peaked at $1.58M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held BRC Group Holdings as of Q4 2023.

Based on Yousif Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.