Lindbrook Capital’s Brookdale Senior Living BKD Stock Holding History

Lindbrook Capital’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
2025 Q1	$2.15K	Hold	343	–	–	﹤0.01%	2264
2024 Q4	$1.73K	Hold	343	–	–	﹤0.01%	2350
2024 Q3	$2.33K	Hold	343	–	–	﹤0.01%	2296
2024 Q2	$2.34K	Hold	343	–	–	﹤0.01%	2296
2024 Q1	$2.27K	Hold	343	–	–	﹤0.01%	2198
2023 Q4	$2K	Hold	343	–	–	﹤0.01%	2263
2023 Q3	$1.42K	Buy	+343	New	+$1.38K	﹤0.01%	2244
2022 Q4	–	Sell	-305	Closed	-$1K	–	2845
2022 Q3	$1K	Buy	+305	New	+$1.45K	﹤0.01%	2245
2022 Q2	–	Sell	-679	Closed	-$5K	–	2497
2022 Q1	$5K	Buy	+679	New	+$4.14K	﹤0.01%	1572

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

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's BKD Position: Q1 2025 in Review

Lindbrook Capital held its Brookdale Senior Living (BKD) position steady in Q1 2025 at 343 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Lindbrook Capital first reported a position in BKD in Q1 2022 and has held it in 9 quarters since. The position peaked at $5K in Q1 2022. 186 funds tracked by Wall St. Rank hold BKD as of Q1 2025.

Lindbrook Capital held 343 shares of Brookdale Senior Living worth $2.15K as of Q1 2025.
Lindbrook Capital left its Brookdale Senior Living share count unchanged in Q1 2025.
Brookdale Senior Living made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2264 holding.
Lindbrook Capital first reported a position in Brookdale Senior Living in Q1 2022 and has held it in 9 quarters since.
Lindbrook Capital's Brookdale Senior Living position peaked at $5K in Q1 2022.
186 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.