PFO
BRDG

Pathstone Family Office’s Bridge Investment Group BRDG Stock Holding History

Pathstone Family Office’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
2023
Q3 		$113K Buy
12,269
+75
+0.6% +$829 ﹤0.01% 1577
2023
Q2 		$138K Buy
12,194
+58
+0.5% +$590 ﹤0.01% 1173
2023
Q1 		$137K Sell
12,136
-12,128
-50% -$164K ﹤0.01% 1116
2022
Q4 		$118K Buy
24,264
+4,176
+21% +$60.1K ﹤0.01% 1429
2022
Q3 		$292K Buy
+20,088
New +$325K ﹤0.01% 1229

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Pathstone Family Office's BRDG Position: Q3 2023 in Review

Pathstone Family Office increased its Bridge Investment Group (BRDG) stake by 0.62% in Q3 2023, buying an estimated $829 and bringing the position to 12,269 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Pathstone Family Office first reported a position in BRDG in Q3 2022 and has held it in 5 quarters since. The position peaked at $292K in Q3 2022. 58 funds tracked by Wall St. Rank hold BRDG as of Q3 2023.

  • Pathstone Family Office held 12,269 shares of Bridge Investment Group worth $113K as of Q3 2023.
  • Pathstone Family Office bought 75 Bridge Investment Group shares in Q3 2023, an estimated $829.
  • Bridge Investment Group made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1577 holding.
  • Pathstone Family Office first reported a position in Bridge Investment Group in Q3 2022 and has held it in 5 quarters since.
  • Pathstone Family Office's Bridge Investment Group position peaked at $292K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.