BAM
BRDG

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

Burgundy 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
Q2 		– Sell
-24,141
Closed -$165K – 104
2024
Q1 		$165K Hold
24,141
– – ﹤0.01% 101
2023
Q4 		$236K Sell
24,141
-2,329,195
-99% -$18.9M ﹤0.01% 105
2023
Q3 		$21.7M Buy
2,353,336
+36,193
+2% +$400K 0.27% 77
2023
Q2 		$26.3M Buy
2,317,143
+78,446
+4% +$798K 0.31% 72
2023
Q1 		$25.4M Sell
2,238,697
-3,780
-0.2% -$51.1K 0.31% 75
2022
Q4 		$27M Sell
2,242,477
-24,679
-1% -$355K 0.35% 70
2022
Q3 		$32.9M Sell
2,267,156
-214,153
-9% -$3.46M 0.46% 64
2022
Q2 		$36.1M Buy
2,481,309
+6,089
+0.2% +$108K 0.45% 66
2022
Q1 		$50.4M Sell
2,475,220
-16,747
-0.7% -$351K 0.53% 64
2021
Q4 		$62.2M Buy
2,491,967
+34,217
+1% +$684K 0.61% 60
2021
Q3 		$43.4M Buy
+2,457,750
New +$42.3M 0.43% 69

Other funds holding BRDG

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
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Burgundy Asset Management's BRDG Position: Q2 2024 in Review

Burgundy Asset Management sold out of Bridge Investment Group (BRDG) in Q2 2024, closing a stake of 24,141 shares — an estimated $165K sold.

Burgundy Asset Management first reported a position in BRDG in Q3 2021 and held it in 11 quarters. The position peaked at $62.2M in Q4 2021. 68 funds tracked by Wall St. Rank hold BRDG as of Q2 2024.

  • Burgundy Asset Management reported no remaining Bridge Investment Group position as of Q2 2024 after selling out during the quarter.
  • Burgundy Asset Management sold 24,141 Bridge Investment Group shares in Q2 2024, an estimated $165K.
  • Burgundy Asset Management first reported a position in Bridge Investment Group in Q3 2021 and held it in 11 quarters.
  • Burgundy Asset Management's Bridge Investment Group position peaked at $62.2M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2024.

Based on Burgundy Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.