P2P
BRDG

Phase 2 Partners’s Bridge Investment Group BRDG Stock Holding History

Phase 2 Partners’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
2024
Q2 		– Sell
-408,543
Closed -$2.8M – 30
2024
Q1 		$2.8M Buy
+408,543
New +$3.4M 1.46% 25
2022
Q2 		– Sell
-375,178
Closed -$7.63M – 25
2022
Q1 		$7.63M Sell
375,178
-18,336
-5% -$384K 4.98% 7
2021
Q4 		$9.83M Buy
+393,514
New +$7.87M 6.08% 7

Other funds holding BRDG

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
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phase 2 Partners's BRDG Position: Q2 2024 in Review

Phase 2 Partners sold out of Bridge Investment Group (BRDG) in Q2 2024, closing a stake of 408,543 shares — an estimated $2.8M sold.

Phase 2 Partners first reported a position in BRDG in Q4 2021 and held it in 3 quarters. The position peaked at $9.83M in Q4 2021. 68 funds tracked by Wall St. Rank hold BRDG as of Q2 2024.

  • Phase 2 Partners reported no remaining Bridge Investment Group position as of Q2 2024 after selling out during the quarter.
  • Phase 2 Partners sold 408,543 Bridge Investment Group shares in Q2 2024, an estimated $2.8M.
  • Phase 2 Partners first reported a position in Bridge Investment Group in Q4 2021 and held it in 3 quarters.
  • Phase 2 Partners's Bridge Investment Group position peaked at $9.83M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2024.

Based on Phase 2 Partners's 13F filing for Q2 2024, filed 14 Aug 2024.