Gradient Investments’s Brookdale Senior Living BKD Stock Holding History

Gradient Investments’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 Q1	–	Sell	-10	Closed	-$58	–	1307
2023 Q4	$58	Hold	10	–	–	﹤0.01%	1767
2023 Q3	$41	Hold	10	–	–	﹤0.01%	1754
2023 Q2	$42	Sell	10 -6	-38%	-$23	﹤0.01%	1721
2023 Q1	$47	Hold	16	–	–	﹤0.01%	1473
2022 Q4	$44	Hold	16	–	–	﹤0.01%	1457
2022 Q3	$0	Hold	16	–	–	﹤0.01%	1349
2022 Q2	$0	Buy	16 +6	+60%	+$35	﹤0.01%	1224
2022 Q1	$0	Hold	10	–	–	﹤0.01%	1186
2021 Q4	$0	Hold	10	–	–	﹤0.01%	1230
2021 Q3	$0	Hold	10	–	–	﹤0.01%	1146
2021 Q2	$0	Hold	10	–	–	﹤0.01%	1151
2021 Q1	$0	Hold	10	–	–	﹤0.01%	1154
2020 Q4	$0	Hold	10	–	–	﹤0.01%	1132
2020 Q3	$0	Hold	10	–	–	﹤0.01%	1140
2020 Q2	$0	Hold	10	–	–	﹤0.01%	1053
2020 Q1	$0	Hold	10	–	–	﹤0.01%	1097
2019 Q4	$0	Hold	10	–	–	﹤0.01%	1102
2019 Q3	$0	Hold	10	–	–	﹤0.01%	1107
2019 Q2	$0	Hold	10	–	–	﹤0.01%	1017
2019 Q1	$0	Hold	10	–	–	﹤0.01%	876
2018 Q4	$0	Hold	10	–	–	﹤0.01%	933
2018 Q3	$0	Hold	10	–	–	﹤0.01%	979
2018 Q2	$0	Hold	10	–	–	﹤0.01%	991
2018 Q1	$0	Hold	10	–	–	﹤0.01%	1008
2017 Q4	$0	Buy	+10	New	+$102	﹤0.01%	1010
2017 Q3	–	Sell	-10	Closed	–	–	278
2017 Q2	$0	Hold	10	–	–	﹤0.01%	798
2017 Q1	$0	Buy	+10	New	+$141	﹤0.01%	767

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

ITP

Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

Gradient Investments's BKD Position: Q1 2024 in Review

Gradient Investments sold out of Brookdale Senior Living (BKD) in Q1 2024, closing a stake of 10 shares — an estimated $58 sold.

Gradient Investments first reported a position in BKD in Q1 2017 and held it in 27 quarters. The position peaked at $58 in Q4 2023. 172 funds tracked by Wall St. Rank hold BKD as of Q1 2024.

Gradient Investments reported no remaining Brookdale Senior Living position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 10 Brookdale Senior Living shares in Q1 2024, an estimated $58.
Gradient Investments first reported a position in Brookdale Senior Living in Q1 2017 and held it in 27 quarters.
Gradient Investments's Brookdale Senior Living position peaked at $58 in Q4 2023.
172 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.