Stifel Financial
BRDG

Stifel Financial’s Bridge Investment Group BRDG Stock Holding History

Stifel Financial’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
Q2 		– Sell
-16,333
Closed -$185K – 3325
2023
Q1 		$185K Buy
+16,333
New +$221K ﹤0.01% 3065
2022
Q4 		– Sell
-40,436
Closed -$587K – 3293
2022
Q3 		$587K Hold
40,436
– – ﹤0.01% 2336
2022
Q2 		$588K Sell
40,436
-742
-2% -$13.2K ﹤0.01% 2378
2022
Q1 		$838K Hold
41,178
– – ﹤0.01% 2245
2021
Q4 		$1.03M Hold
41,178
– – ﹤0.01% 2110
2021
Q3 		$727K Buy
+41,178
New +$709K ﹤0.01% 2330

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
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

Stifel Financial's BRDG Position: Q2 2023 in Review

Stifel Financial sold out of Bridge Investment Group (BRDG) in Q2 2023, closing a stake of 16,333 shares — an estimated $185K sold.

Stifel Financial first reported a position in BRDG in Q3 2021 and held it in 6 quarters. The position peaked at $1.03M in Q4 2021. 51 funds tracked by Wall St. Rank hold BRDG as of Q2 2023.

  • Stifel Financial reported no remaining Bridge Investment Group position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 16,333 Bridge Investment Group shares in Q2 2023, an estimated $185K.
  • Stifel Financial first reported a position in Bridge Investment Group in Q3 2021 and held it in 6 quarters.
  • Stifel Financial's Bridge Investment Group position peaked at $1.03M in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.