EMFAT
BRDG

Emerald Mutual Fund Advisers Trust’s Bridge Investment Group BRDG Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2023
Q2 		– Sell
-55,676
Closed -$631K – 249
2023
Q1 		$631K Buy
+55,676
New +$752K 0.04% 184

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's BRDG Position: Q2 2023 in Review

Emerald Mutual Fund Advisers Trust sold out of Bridge Investment Group (BRDG) in Q2 2023, closing a stake of 55,676 shares — an estimated $631K sold.

Emerald Mutual Fund Advisers Trust first reported a position in BRDG in Q1 2023 and held it in 1 quarter. The position peaked at $631K in Q1 2023. 51 funds tracked by Wall St. Rank hold BRDG as of Q2 2023.

  • Emerald Mutual Fund Advisers Trust reported no remaining Bridge Investment Group position as of Q2 2023 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 55,676 Bridge Investment Group shares in Q2 2023, an estimated $631K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Bridge Investment Group in Q1 2023 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Bridge Investment Group position peaked at $631K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2023.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2023, filed 10 Aug 2023.