BAM
BRDG

Bellevue Asset Management’s Bridge Investment Group BRDG Stock Holding History

Bellevue Asset Management’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-103
Closed -$1.02K – 493
2024
Q3 		$1.02K Buy
+103
New +$841 ﹤0.01% 457
2023
Q3 		– Sell
-103
Closed -$1.17K – 458
2023
Q2 		$1.17K Hold
103
– – ﹤0.01% 466
2023
Q1 		$1.17K Hold
103
– – ﹤0.01% 477
2022
Q4 		$1.24K Hold
103
– – ﹤0.01% 464
2022
Q3 		$2K Hold
103
– – ﹤0.01% 390
2022
Q2 		$1K Hold
103
– – ﹤0.01% 467
2022
Q1 		$2K Sell
103
-23
-18% -$481 ﹤0.01% 442
2021
Q4 		$3K Sell
126
-54
-30% -$1.08K ﹤0.01% 432
2021
Q3 		$3K Buy
+180
New +$3.1K ﹤0.01% 445

Other funds holding BRDG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellevue Asset Management's BRDG Position: Q4 2024 in Review

Bellevue Asset Management sold out of Bridge Investment Group (BRDG) in Q4 2024, closing a stake of 103 shares — an estimated $1.02K sold.

Bellevue Asset Management first reported a position in BRDG in Q3 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 60 funds tracked by Wall St. Rank hold BRDG as of Q4 2024.

  • Bellevue Asset Management reported no remaining Bridge Investment Group position as of Q4 2024 after selling out during the quarter.
  • Bellevue Asset Management sold 103 Bridge Investment Group shares in Q4 2024, an estimated $1.02K.
  • Bellevue Asset Management first reported a position in Bridge Investment Group in Q3 2021 and held it in 9 quarters.
  • Bellevue Asset Management's Bridge Investment Group position peaked at $3K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Bridge Investment Group as of Q4 2024.

Based on Bellevue Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.