Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Brookdale Senior Living BKD Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-67,477
Closed -$458K – 1047
2024
Q3 		$458K Sell
67,477
-4,266
-6% -$30.4K ﹤0.01% 979
2024
Q2 		$490K Buy
+71,743
New +$485K ﹤0.01% 956
2021
Q3 		– Sell
-48,895
Closed -$386K – 1375
2021
Q2 		$386K Sell
48,895
-2,437
-5% -$17.5K ﹤0.01% 1157
2021
Q1 		$227K Sell
51,332
-11,268
-18% -$60.6K ﹤0.01% 1186
2020
Q4 		$277K Buy
62,600
+31,100
+99% +$115K ﹤0.01% 1214
2020
Q3 		$80K Buy
+31,500
New +$86.8K ﹤0.01% 1276
2019
Q4 		– Sell
-100
Closed -$1K – 1329
2019
Q3 		$1K Buy
+100
New +$791 ﹤0.01% 1324
2017
Q4 		– Sell
-153,100
Closed -$1.62M – 805
2017
Q3 		$1.62M Hold
153,100
– – ﹤0.01% 720
2017
Q2 		$2.25M Sell
153,100
-144,400
-49% -$2M ﹤0.01% 710
2017
Q1 		$4M Buy
+297,500
New +$4.2M 0.01% 689

Other funds holding BKD

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.52B AUM 23.15% 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 $1.31B AUM 86.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 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 $552B AUM 44.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's BKD Position: Q4 2024 in Review

Mitsubishi UFJ Trust & Banking sold out of Brookdale Senior Living (BKD) in Q4 2024, closing a stake of 67,477 shares — an estimated $458K sold.

Mitsubishi UFJ Trust & Banking first reported a position in BKD in Q1 2017 and held it in 10 quarters. The position peaked at $4M in Q1 2017. 174 funds tracked by Wall St. Rank hold BKD as of Q4 2024.

  • Mitsubishi UFJ Trust & Banking reported no remaining Brookdale Senior Living position as of Q4 2024 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 67,477 Brookdale Senior Living shares in Q4 2024, an estimated $458K.
  • Mitsubishi UFJ Trust & Banking first reported a position in Brookdale Senior Living in Q1 2017 and held it in 10 quarters.
  • Mitsubishi UFJ Trust & Banking's Brookdale Senior Living position peaked at $4M in Q1 2017.
  • 174 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2024.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q4 2024, filed 12 Feb 2025.