Mutual Advisors’s Brookdale Senior Living BKD Stock Holding History

Mutual Advisors’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
2023 Q3	–	Sell	-32,060	Closed	-$135K	–	979
2023 Q2	$135K	Buy	+32,060	New	+$124K	0.01%	965

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mutual Advisors's BKD Position: Q3 2023 in Review

Mutual Advisors sold out of Brookdale Senior Living (BKD) in Q3 2023, closing a stake of 32,060 shares — an estimated $135K sold.

Mutual Advisors first reported a position in BKD in Q2 2023 and held it in 1 quarter. The position peaked at $135K in Q2 2023. 146 funds tracked by Wall St. Rank hold BKD as of Q3 2023.

Mutual Advisors reported no remaining Brookdale Senior Living position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 32,060 Brookdale Senior Living shares in Q3 2023, an estimated $135K.
Mutual Advisors first reported a position in Brookdale Senior Living in Q2 2023 and held it in 1 quarter.
Mutual Advisors's Brookdale Senior Living position peaked at $135K in Q2 2023.
146 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.