BI
LOAN

Blooom Inc’s Manhattan Bridge Capital LOAN Stock Holding History

Blooom Inc’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$96K Buy
91,175
+16,617
+22% +$92.3K 0.18% 35
2022
Q2 		$80K Buy
74,558
+37,579
+102% +$212K 0.14% 42
2022
Q1 		$37K Buy
36,979
+12,346
+50% +$71.5K 0.03% 47
2021
Q4 		$25K Buy
+24,633
New +$150K 0.02% 43

Other funds holding LOAN

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return
FFA
Fi3 Financial Advisors Indianapolis, Indiana $418M AUM 35.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blooom Inc's LOAN Position: Q3 2022 in Review

Blooom Inc increased its Manhattan Bridge Capital (LOAN) stake by 22% in Q3 2022, buying an estimated $92.3K and bringing the position to 91,175 shares worth $96K. The position accounts for 0.18% of the portfolio, ranked #35.

Blooom Inc first reported a position in LOAN in Q4 2021 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold LOAN as of Q3 2022.

  • Blooom Inc held 91,175 shares of Manhattan Bridge Capital worth $96K as of Q3 2022.
  • Blooom Inc bought 16,617 Manhattan Bridge Capital shares in Q3 2022, an estimated $92.3K.
  • Manhattan Bridge Capital made up 0.18% of Blooom Inc's portfolio in Q3 2022, its #35 holding.
  • Blooom Inc first reported a position in Manhattan Bridge Capital in Q4 2021 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.