EH
BRDG

Equitable Holdings’s Bridge Investment Group BRDG Stock Holding History

Equitable Holdings’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
2022
Q4 		– Sell
-96,002
Closed -$1.39M – 905
2022
Q3 		$1.39M Buy
96,002
+14,039
+17% +$227K 0.03% 332
2022
Q2 		$1.19M Buy
81,963
+49,313
+151% +$876K 0.02% 366
2022
Q1 		$664K Buy
32,650
+4,350
+15% +$91.1K 0.01% 513
2021
Q4 		$707K Buy
28,300
+11,000
+64% +$220K 0.01% 485
2021
Q3 		$306K Buy
+17,300
New +$298K 0.01% 667

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Equitable Holdings's BRDG Position: Q4 2022 in Review

Equitable Holdings sold out of Bridge Investment Group (BRDG) in Q4 2022, closing a stake of 96,002 shares — an estimated $1.39M sold.

Equitable Holdings first reported a position in BRDG in Q3 2021 and held it in 5 quarters. The position peaked at $1.39M in Q3 2022. 51 funds tracked by Wall St. Rank hold BRDG as of Q4 2022.

  • Equitable Holdings reported no remaining Bridge Investment Group position as of Q4 2022 after selling out during the quarter.
  • Equitable Holdings sold 96,002 Bridge Investment Group shares in Q4 2022, an estimated $1.39M.
  • Equitable Holdings first reported a position in Bridge Investment Group in Q3 2021 and held it in 5 quarters.
  • Equitable Holdings's Bridge Investment Group position peaked at $1.39M in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Bridge Investment Group as of Q4 2022.

Based on Equitable Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.