Berman Capital Advisors’s Brookline Bancorp BRKL Stock Holding History

Berman Capital 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
2021 Q3	$39K	Buy	2,593 +613	+31%	+$8.9K	0.01%	767
2021 Q2	$29K	Buy	1,980 +939	+90%	+$15K	﹤0.01%	776
2021 Q1	$15K	Buy	+1,041	New	+$14.6K	﹤0.01%	885
2020 Q2	–	Sell	-172	Closed	-$1K	–	1617
2020 Q1	$1K	Hold	172	–	–	﹤0.01%	1254
2019 Q4	$2K	Hold	172	–	–	﹤0.01%	1175
2019 Q3	$2K	Hold	172	–	–	﹤0.01%	1152
2019 Q2	$2K	Hold	172	–	–	﹤0.01%	1161
2019 Q1	$2K	Hold	172	–	–	﹤0.01%	1063
2018 Q4	$2K	Buy	+172	New	+$2.6K	﹤0.01%	847

Other funds holding BRKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's BRKL Position: Q3 2021 in Review

Berman Capital Advisors increased its Brookline Bancorp (BRKL) stake by 31% in Q3 2021, buying an estimated $8.9K and bringing the position to 2,593 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #767.

Berman Capital Advisors first reported a position in BRKL in Q4 2018 and has held it in 9 quarters since. 177 funds tracked by Wall St. Rank hold BRKL as of Q3 2021.

Berman Capital Advisors held 2,593 shares of Brookline Bancorp worth $39K as of Q3 2021.
Berman Capital Advisors bought 613 Brookline Bancorp shares in Q3 2021, an estimated $8.9K.
Brookline Bancorp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #767 holding.
Berman Capital Advisors first reported a position in Brookline Bancorp in Q4 2018 and has held it in 9 quarters since.
177 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.