Zuckerman Investment Group’s BrightView Holdings BV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-375,403	Closed	-$6.44M	–	68
2019 Q3	$6.44M	Sell	375,403 -130,567	-26%	-$2.41M	1.52%	30
2019 Q2	$9.47M	Sell	505,970 -1,910	-0.4%	-$31.9K	2.09%	25
2019 Q1	$7.31M	Buy	507,880 +1,350	+0.3%	+$18.8K	1.73%	26
2018 Q4	$5.17M	Buy	506,530 +49,785	+11%	+$640K	1.44%	28
2018 Q3	$7.33M	Buy	+456,745	New	+$8.97M	1.6%	25

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Zuckerman Investment Group's BV Position: Q4 2019 in Review

Zuckerman Investment Group sold out of BrightView Holdings (BV) in Q4 2019, closing a stake of 375,403 shares — an estimated $6.44M sold.

Zuckerman Investment Group first reported a position in BV in Q3 2018 and held it in 5 quarters. The position peaked at $9.47M in Q2 2019. 93 funds tracked by Wall St. Rank hold BV as of Q4 2019.

Zuckerman Investment Group reported no remaining BrightView Holdings position as of Q4 2019 after selling out during the quarter.
Zuckerman Investment Group sold 375,403 BrightView Holdings shares in Q4 2019, an estimated $6.44M.
Zuckerman Investment Group first reported a position in BrightView Holdings in Q3 2018 and held it in 5 quarters.
Zuckerman Investment Group's BrightView Holdings position peaked at $9.47M in Q2 2019.
93 funds tracked by Wall St. Rank held BrightView Holdings as of Q4 2019.

Based on Zuckerman Investment Group's 13F filing for Q4 2019, filed 14 Feb 2020.