Lloyd Advisory Services’s Bruker BRKR Stock Holding History

Lloyd Advisory Services’s Portfolio BRKR Stock Details BRKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,075	Closed	-$316K	–	171
2023 Q3	$316K	Buy	+5,075	New	+$341K	0.1%	178

Other funds holding BRKR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lloyd Advisory Services's BRKR Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Bruker (BRKR) in Q4 2023, closing a stake of 5,075 shares — an estimated $316K sold.

Lloyd Advisory Services first reported a position in BRKR in Q3 2023 and held it in 1 quarter. The position peaked at $316K in Q3 2023. 360 funds tracked by Wall St. Rank hold BRKR as of Q4 2023.

Lloyd Advisory Services reported no remaining Bruker position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 5,075 Bruker shares in Q4 2023, an estimated $316K.
Lloyd Advisory Services first reported a position in Bruker in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Bruker position peaked at $316K in Q3 2023.
360 funds tracked by Wall St. Rank held Bruker as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.