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Householder Group Estate & Retirement Specialist’s Brookdale Senior Living BKD Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$1K Hold
300
– – ﹤0.01% 503
2024
Q3 		$2K Hold
300
– – ﹤0.01% 1023
2024
Q2 		$2K Hold
300
– – ﹤0.01% 1049
2024
Q1 		$1.98K Hold
300
– – ﹤0.01% 1053
2023
Q4 		$1K Sell
300
-480
-62% -$2.25K ﹤0.01% 1046
2023
Q3 		$3.23K Buy
+780
New +$3.13K ﹤0.01% 1005
2023
Q1 		$2K Buy
+780
New +$2.24K ﹤0.01% 1067
2022
Q4 		– Sell
-780
Closed -$3K – 404
2022
Q3 		$3K Buy
+780
New +$3.7K ﹤0.01% 913

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 $8.48B AUM 99.04% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BKD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Brookdale Senior Living (BKD) position steady in Q4 2024 at 300 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Householder Group Estate & Retirement Specialist first reported a position in BKD in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.23K in Q3 2023. 174 funds tracked by Wall St. Rank hold BKD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 300 shares of Brookdale Senior Living worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Brookdale Senior Living share count unchanged in Q4 2024.
  • Brookdale Senior Living made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #503 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Brookdale Senior Living in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Brookdale Senior Living position peaked at $3.23K in Q3 2023.
  • 174 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.