Zuckerman Investment Group’s Bird Global, Inc. BRDS Stock Holding History

Zuckerman Investment Group’s Portfolio BRDS Stock Details BRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-240,060	Closed	-$485K	–	138
2023 Q2	$485K	Buy	240,060 +126,200	+111%	+$397K	0.07%	80
2023 Q1	$797K	Buy	113,860 +10,660	+10%	+$55.4K	0.12%	64
2022 Q4	$465K	Buy	103,200 +96,000	+1,333%	+$704K	0.07%	83
2022 Q3	$64K	Hold	7,200	–	–	0.01%	111
2022 Q2	$78K	Buy	+7,200	New	+$219K	0.01%	105

Other funds holding BRDS

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Zuckerman Investment Group's BRDS Position: Q3 2023 in Review

Zuckerman Investment Group sold out of Bird Global, Inc. (BRDS) in Q3 2023, closing a stake of 240,060 shares — an estimated $485K sold.

Zuckerman Investment Group first reported a position in BRDS in Q2 2022 and held it in 5 quarters. The position peaked at $797K in Q1 2023. 8 funds tracked by Wall St. Rank hold BRDS as of Q3 2023.

Zuckerman Investment Group reported no remaining Bird Global, Inc. position as of Q3 2023 after selling out during the quarter.
Zuckerman Investment Group sold 240,060 Bird Global, Inc. shares in Q3 2023, an estimated $485K.
Zuckerman Investment Group first reported a position in Bird Global, Inc. in Q2 2022 and held it in 5 quarters.
Zuckerman Investment Group's Bird Global, Inc. position peaked at $797K in Q1 2023.
8 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q3 2023.

Based on Zuckerman Investment Group's 13F filing for Q3 2023, filed 15 Nov 2023.