ER
BKD icon

EVR Research’s Brookdale Senior Living BKD Stock Holding History

EVR Research’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000,000
Closed -$6.61M – 32
2024
Q1 		$6.61M Hold
1,000,000
– – 1.48% 24
2023
Q4 		$5.82M Buy
1,000,000
+800,000
+400% +$3.75M 1.3% 24
2023
Q3 		$828K Buy
+200,000
New +$803K 0.22% 37

Other funds holding BKD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ITP
Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

EVR Research's BKD Position: Q2 2024 in Review

EVR Research sold out of Brookdale Senior Living (BKD) in Q2 2024, closing a stake of 1,000,000 shares — an estimated $6.61M sold.

EVR Research first reported a position in BKD in Q3 2023 and held it in 3 quarters. The position peaked at $6.61M in Q1 2024. 175 funds tracked by Wall St. Rank hold BKD as of Q2 2024.

  • EVR Research reported no remaining Brookdale Senior Living position as of Q2 2024 after selling out during the quarter.
  • EVR Research sold 1,000,000 Brookdale Senior Living shares in Q2 2024, an estimated $6.61M.
  • EVR Research first reported a position in Brookdale Senior Living in Q3 2023 and held it in 3 quarters.
  • EVR Research's Brookdale Senior Living position peaked at $6.61M in Q1 2024.
  • 175 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2024.

Based on EVR Research's 13F filing for Q2 2024, filed 14 Aug 2024.