Rockefeller Capital Management
BRDG

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

Rockefeller 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
2024
Q4 		– Sell
-64,636
Closed -$638K – 1660
2024
Q3 		$638K Buy
+64,636
New +$528K ﹤0.01% 1363
2023
Q1 		– Sell
-827
Closed -$9K – 2224
2022
Q4 		$9K Sell
827
-69,498
-99% -$1,000K ﹤0.01% 3107
2022
Q3 		$1.02M Sell
70,325
-508
-0.7% -$8.21K 0.01% 1001
2022
Q2 		$1.03M Buy
70,833
+6,683
+10% +$119K 0.01% 983
2022
Q1 		$1.3M Buy
64,150
+6,699
+12% +$140K 0.01% 968
2021
Q4 		$1.43M Buy
+57,451
New +$1.15M 0.01% 922

Other funds holding BRDG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's BRDG Position: Q4 2024 in Review

Rockefeller Capital Management sold out of Bridge Investment Group (BRDG) in Q4 2024, closing a stake of 64,636 shares — an estimated $638K sold.

Rockefeller Capital Management first reported a position in BRDG in Q4 2021 and held it in 6 quarters. The position peaked at $1.43M in Q4 2021. 60 funds tracked by Wall St. Rank hold BRDG as of Q4 2024.

  • Rockefeller Capital Management reported no remaining Bridge Investment Group position as of Q4 2024 after selling out during the quarter.
  • Rockefeller Capital Management sold 64,636 Bridge Investment Group shares in Q4 2024, an estimated $638K.
  • Rockefeller Capital Management first reported a position in Bridge Investment Group in Q4 2021 and held it in 6 quarters.
  • Rockefeller Capital Management's Bridge Investment Group position peaked at $1.43M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Bridge Investment Group as of Q4 2024.

Based on Rockefeller Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.