OCM
BRDG

Ovata Capital Management’s Bridge Investment Group BRDG Stock Holding History

Ovata Capital Management’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-425
Closed -$9K – 66
2022
Q1 		$9K Buy
+425
New +$8.9K ﹤0.01% 107

Other funds holding BRDG

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ovata Capital Management's BRDG Position: Q2 2022 in Review

Ovata Capital Management sold out of Bridge Investment Group (BRDG) in Q2 2022, closing a stake of 425 shares — an estimated $9K sold.

Ovata Capital Management first reported a position in BRDG in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 53 funds tracked by Wall St. Rank hold BRDG as of Q2 2022.

  • Ovata Capital Management reported no remaining Bridge Investment Group position as of Q2 2022 after selling out during the quarter.
  • Ovata Capital Management sold 425 Bridge Investment Group shares in Q2 2022, an estimated $9K.
  • Ovata Capital Management first reported a position in Bridge Investment Group in Q1 2022 and held it in 1 quarter.
  • Ovata Capital Management's Bridge Investment Group position peaked at $9K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.