YOUSIF CAPITAL MANAGEMENT, LLC BZLFY β€” Bunzl Plc Sponsored Adr New

Ownership history in YOUSIF CAPITAL MANAGEMENT, LLC  Β·  13 quarters on record

AI Ownership Summary

YOUSIF CAPITAL MANAGEMENT, LLC reported Bunzl Plc Sponsored Adr New (BZLFY) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows BZLFY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BZLFY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YOUSIF CAPITAL MANAGEMENT, LLC's position in Bunzl Plc Sponsored Adr New, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BZLFY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How YOUSIF CAPITAL MANAGEMENT, LLC held BZLFY β€” position size vs. price
% of Fund (quarterly)    BZLFY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 10,903 β€” 0% 0.00% $172K 2025-10-14 $15.98
2025 Q2 ADDED β€” β€” β€” 10,903 +725 +7.1% 0.00% $173K 2025-07-25 $15.52
2025 Q1 UNCHANGED β€” β€” β€” 10,178 β€” 0% 0.00% $195K 2025-04-14 $19.51
2024 Q4 ADDED β€” β€” β€” 10,178 +5,089 +100.0% 0.00% $210K 2025-01-27 $20.50
2024 Q3 REDUCED β€” β€” β€” 5,089 -196 -3.7% 0.00% $241K 2024-10-30 $21.58
2024 Q2 REDUCED 6.2% +24.7% ❌ 5,285 -350 -6.2% 0.00% $201K 2024-07-31 $20.29
2024 Q1 UNCHANGED β€” β€” β€” 5,635 β€” 0% 0.00% $216K 2024-04-26 $18.22
2023 Q4 UNCHANGED β€” β€” β€” 5,635 β€” 0% 0.00% $229K 2024-02-01 $19.43
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BZLFY

As of 2026 Q1 β€” sorted by position size

Henry James International Management Inc. 3Y 7Y 0.07% GAMMA Investing LLC 0.0% HANTZ FINANCIAL SERVICES, INC. 3Y 0.0%

FAQ About YOUSIF CAPITAL MANAGEMENT, LLC and BZLFY

These are the practical questions this page is built to answer before you even open the full history table.

How long has YOUSIF CAPITAL MANAGEMENT, LLC reported owning BZLFY?

YOUSIF CAPITAL MANAGEMENT, LLC reported BZLFY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BZLFY position in YOUSIF CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BZLFY was 0.00% in 2023 Q4.

What is the latest reported BZLFY position on this page?

The most recent filing on this page is 2025 Q3, when YOUSIF CAPITAL MANAGEMENT, LLC reported 10,903 shares, equal to 0.00% of portfolio, with an estimated market value of $172K.

What does the chart on this BZLFY ownership page compare?

The chart compares YOUSIF CAPITAL MANAGEMENT, LLC's quarterly BZLFY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did YOUSIF CAPITAL MANAGEMENT, LLC time their BZLFY position?

Based on 13F filing dates vs. subsequent BZLFY price moves, YOUSIF CAPITAL MANAGEMENT, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on BZLFY relative to SPY over the holding period was -19.4%.

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