II
BRKL

Inspire Investing’s Brookline Bancorp BRKL Stock Holding History

Inspire Investing’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
Q3 		– Sell
-35,829
Closed -$313K – 809
2023
Q2 		$313K Buy
35,829
+9,788
+38% +$89.2K 0.04% 668
2023
Q1 		$273K Buy
26,041
+9,251
+55% +$117K 0.03% 547
2022
Q4 		$238K Sell
16,790
-870
-5% -$11.6K 0.03% 381
2022
Q3 		$206K Buy
17,660
+1,806
+11% +$23.9K 0.03% 596
2022
Q2 		$211K Buy
15,854
+971
+7% +$13.9K 0.03% 635
2022
Q1 		$235K Sell
14,883
-524
-3% -$8.83K 0.03% 564
2021
Q4 		$249K Sell
15,407
-433
-3% -$6.9K 0.03% 484
2021
Q3 		$242K Sell
15,840
-25,278
-61% -$367K 0.03% 380
2021
Q2 		$615K Buy
41,118
+1,246
+3% +$19.9K 0.08% 252
2021
Q1 		$598K Buy
39,872
+7,570
+23% +$106K 0.09% 223
2020
Q4 		$389K Buy
32,302
+442
+1% +$4.78K 0.09% 299
2020
Q3 		$275K Buy
+31,860
New +$303K 0.08% 255
2020
Q1 		– Sell
-10,521
Closed -$173K – 746
2019
Q4 		$173K Sell
10,521
-2,377
-18% -$37.5K 0.06% 329
2019
Q3 		$190K Buy
12,898
+1,068
+9% +$15.5K 0.07% 295
2019
Q2 		$182K Buy
11,830
+910
+8% +$13.6K 0.08% 263
2019
Q1 		$157K Buy
+10,920
New +$164K 0.07% 261

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inspire Investing's BRKL Position: Q3 2023 in Review

Inspire Investing sold out of Brookline Bancorp (BRKL) in Q3 2023, closing a stake of 35,829 shares — an estimated $313K sold.

Inspire Investing first reported a position in BRKL in Q1 2019 and held it in 16 quarters. The position peaked at $615K in Q2 2021. 179 funds tracked by Wall St. Rank hold BRKL as of Q3 2023.

  • Inspire Investing reported no remaining Brookline Bancorp position as of Q3 2023 after selling out during the quarter.
  • Inspire Investing sold 35,829 Brookline Bancorp shares in Q3 2023, an estimated $313K.
  • Inspire Investing first reported a position in Brookline Bancorp in Q1 2019 and held it in 16 quarters.
  • Inspire Investing's Brookline Bancorp position peaked at $615K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2023.

Based on Inspire Investing's 13F filing for Q3 2023, filed 26 Oct 2023.