Ellevest Inc’s Brookline Bancorp BRKL Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-700	Closed	-$9.9K	–	1903
2022 Q4	$9.9K	Buy	+700	New	+$9.36K	﹤0.01%	1029

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 $298B AUM 21.96% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ellevest Inc's BRKL Position: Q1 2023 in Review

Ellevest Inc sold out of Brookline Bancorp (BRKL) in Q1 2023, closing a stake of 700 shares — an estimated $9.9K sold.

Ellevest Inc first reported a position in BRKL in Q4 2022 and held it in 1 quarter. The position peaked at $9.9K in Q4 2022. 200 funds tracked by Wall St. Rank hold BRKL as of Q1 2023.

Ellevest Inc reported no remaining Brookline Bancorp position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 700 Brookline Bancorp shares in Q1 2023, an estimated $9.9K.
Ellevest Inc first reported a position in Brookline Bancorp in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Brookline Bancorp position peaked at $9.9K in Q4 2022.
200 funds tracked by Wall St. Rank held Brookline Bancorp as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.