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Josh Arnold Investment Consultant’s Brookdale Senior Living BKD Stock Holding History

Josh Arnold Investment Consultant’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 		– Sell
-125,000
Closed -$849K – 13
2024
Q3 		$849K Buy
125,000
+35,000
+39% +$250K 0.69% 11
2024
Q2 		$615K Buy
+90,000
New +$609K 0.52% 14
2024
Q1 		– Sell
-45,000
Closed -$262K – 12
2023
Q4 		$262K Buy
+45,000
New +$211K 0.25% 17

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

Josh Arnold Investment Consultant's BKD Position: Q4 2024 in Review

Josh Arnold Investment Consultant sold out of Brookdale Senior Living (BKD) in Q4 2024, closing a stake of 125,000 shares — an estimated $849K sold.

Josh Arnold Investment Consultant first reported a position in BKD in Q4 2023 and held it in 3 quarters. The position peaked at $849K in Q3 2024. 174 funds tracked by Wall St. Rank hold BKD as of Q4 2024.

  • Josh Arnold Investment Consultant reported no remaining Brookdale Senior Living position as of Q4 2024 after selling out during the quarter.
  • Josh Arnold Investment Consultant sold 125,000 Brookdale Senior Living shares in Q4 2024, an estimated $849K.
  • Josh Arnold Investment Consultant first reported a position in Brookdale Senior Living in Q4 2023 and held it in 3 quarters.
  • Josh Arnold Investment Consultant's Brookdale Senior Living position peaked at $849K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2024.

Based on Josh Arnold Investment Consultant's 13F filing for Q4 2024, filed 18 Feb 2025.