ZIM
B

Zacks Investment Management’s Barnes Group Inc. B Stock Holding History

Zacks Investment Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,437
Closed -$310K – 692
2021
Q3 		$310K Buy
+7,437
New +$354K ﹤0.01% 512
2018
Q3 		– Sell
-38,444
Closed -$2.26M – 624
2018
Q2 		$2.26M Sell
38,444
-931
-2% -$55.3K 0.05% 249
2018
Q1 		$2.36M Sell
39,375
-3,575
-8% -$226K 0.05% 232
2017
Q4 		$2.72M Buy
42,950
+512
+1% +$34K 0.06% 212
2017
Q3 		$2.99M Buy
42,438
+2,437
+6% +$151K 0.07% 181
2017
Q2 		$2.34M Buy
40,001
+3
+0% +$166 0.06% 215
2017
Q1 		$2.05M Buy
+39,998
New +$1.96M 0.05% 234

Other funds holding B

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Zacks Investment Management's B Position: Q4 2021 in Review

Zacks Investment Management sold out of Barnes Group Inc. (B) in Q4 2021, closing a stake of 7,437 shares — an estimated $310K sold.

Zacks Investment Management first reported a position in B in Q1 2017 and held it in 7 quarters. The position peaked at $2.99M in Q3 2017. 220 funds tracked by Wall St. Rank hold B as of Q4 2021.

  • Zacks Investment Management reported no remaining Barnes Group Inc. position as of Q4 2021 after selling out during the quarter.
  • Zacks Investment Management sold 7,437 Barnes Group Inc. shares in Q4 2021, an estimated $310K.
  • Zacks Investment Management first reported a position in Barnes Group Inc. in Q1 2017 and held it in 7 quarters.
  • Zacks Investment Management's Barnes Group Inc. position peaked at $2.99M in Q3 2017.
  • 220 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q4 2021.

Based on Zacks Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.