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Lederer & Associates Investment Counsel’s Brookdale Senior Living BKD Stock Holding History

Lederer & Associates Investment Counsel’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
2021
Q2 		– Sell
-1,000
Closed -$6.05K – 95
2021
Q1 		$6.05K Buy
+1,000
New +$5.38K ﹤0.01% 143
2015
Q3 		– Sell
-50,625
Closed -$1.76M – 72
2015
Q2 		$1.76M Buy
+50,625
New +$1.87M 1.8% 26

Other funds holding BKD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Lederer & Associates Investment Counsel's BKD Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Brookdale Senior Living (BKD) in Q2 2021, closing a stake of 1,000 shares — an estimated $6.05K sold.

Lederer & Associates Investment Counsel first reported a position in BKD in Q2 2015 and held it in 2 quarters. The position peaked at $1.76M in Q2 2015. 178 funds tracked by Wall St. Rank hold BKD as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining Brookdale Senior Living position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 1,000 Brookdale Senior Living shares in Q2 2021, an estimated $6.05K.
  • Lederer & Associates Investment Counsel first reported a position in Brookdale Senior Living in Q2 2015 and held it in 2 quarters.
  • Lederer & Associates Investment Counsel's Brookdale Senior Living position peaked at $1.76M in Q2 2015.
  • 178 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.