BIA
BRKL

Bell Investment Advisors’s Brookline Bancorp BRKL Stock Holding History

Bell Investment Advisors’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-39
Closed -$356 – 1924
2023
Q3 		$356 Sell
39
-97
-71% -$938 ﹤0.01% 1878
2023
Q2 		$1.19K Sell
136
-48
-26% -$438 ﹤0.01% 1536
2023
Q1 		$1.93K Buy
+184
New +$2.32K ﹤0.01% 1287

Other funds holding BRKL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bell Investment Advisors's BRKL Position: Q4 2023 in Review

Bell Investment Advisors sold out of Brookline Bancorp (BRKL) in Q4 2023, closing a stake of 39 shares — an estimated $356 sold.

Bell Investment Advisors first reported a position in BRKL in Q1 2023 and held it in 3 quarters. The position peaked at $1.93K in Q1 2023. 189 funds tracked by Wall St. Rank hold BRKL as of Q4 2023.

  • Bell Investment Advisors reported no remaining Brookline Bancorp position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 39 Brookline Bancorp shares in Q4 2023, an estimated $356.
  • Bell Investment Advisors first reported a position in Brookline Bancorp in Q1 2023 and held it in 3 quarters.
  • Bell Investment Advisors's Brookline Bancorp position peaked at $1.93K in Q1 2023.
  • 189 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.