EIM
BRKL

Essex Investment Management’s Brookline Bancorp BRKL Stock Holding History

Essex Investment Management’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
Q4 		– Sell
-142,347
Closed -$1.3M – 332
2023
Q3 		$1.3M Sell
142,347
-1,004
-0.7% -$9.7K 0.21% 156
2023
Q2 		$1.25M Buy
143,351
+20,997
+17% +$191K 0.17% 171
2023
Q1 		$1.28M Buy
122,354
+23,487
+24% +$296K 0.19% 166
2022
Q4 		$1.4M Buy
+98,867
New +$1.32M 0.22% 149

Other funds holding BRKL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Essex Investment Management's BRKL Position: Q4 2023 in Review

Essex Investment Management sold out of Brookline Bancorp (BRKL) in Q4 2023, closing a stake of 142,347 shares — an estimated $1.3M sold.

Essex Investment Management first reported a position in BRKL in Q4 2022 and held it in 4 quarters. The position peaked at $1.4M in Q4 2022. 190 funds tracked by Wall St. Rank hold BRKL as of Q4 2023.

  • Essex Investment Management reported no remaining Brookline Bancorp position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 142,347 Brookline Bancorp shares in Q4 2023, an estimated $1.3M.
  • Essex Investment Management first reported a position in Brookline Bancorp in Q4 2022 and held it in 4 quarters.
  • Essex Investment Management's Brookline Bancorp position peaked at $1.4M in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.