SP
BKD icon

Successful Portfolios’s Brookdale Senior Living BKD Stock Holding History

Successful Portfolios’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,469
Closed -$57K – 179
2022
Q2 		$57K Sell
12,469
-2,455
-16% -$14.5K 0.04% 185
2022
Q1 		$105K Sell
14,924
-2,491
-14% -$15.2K 0.06% 202
2021
Q4 		$90K Sell
17,415
-17,894
-51% -$112K 0.05% 211
2021
Q3 		$222K Buy
35,309
+264
+0.8% +$1.88K 0.13% 177
2021
Q2 		$277K Buy
35,045
+1,943
+6% +$14K 0.17% 153
2021
Q1 		$200K Sell
33,102
-4,064
-11% -$21.9K 0.13% 187
2020
Q4 		$165K Buy
37,166
+1,602
+5% +$5.91K 0.12% 174
2020
Q3 		$90K Buy
35,564
+1,274
+4% +$3.51K 0.07% 173
2020
Q2 		$101K Buy
34,290
+2,739
+9% +$8.86K 0.09% 161
2020
Q1 		$98K Buy
31,551
+16,119
+104% +$93.9K 0.1% 145
2019
Q4 		$112K Buy
15,432
+3,316
+27% +$24.6K 0.1% 161
2019
Q3 		$92K Buy
12,116
+1,183
+11% +$9.36K 0.09% 153
2019
Q2 		$79K Buy
+10,933
New +$72.2K 0.08% 136

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Successful Portfolios's BKD Position: Q3 2022 in Review

Successful Portfolios sold out of Brookdale Senior Living (BKD) in Q3 2022, closing a stake of 12,469 shares — an estimated $57K sold.

Successful Portfolios first reported a position in BKD in Q2 2019 and held it in 13 quarters. The position peaked at $277K in Q2 2021. 168 funds tracked by Wall St. Rank hold BKD as of Q3 2022.

  • Successful Portfolios reported no remaining Brookdale Senior Living position as of Q3 2022 after selling out during the quarter.
  • Successful Portfolios sold 12,469 Brookdale Senior Living shares in Q3 2022, an estimated $57K.
  • Successful Portfolios first reported a position in Brookdale Senior Living in Q2 2019 and held it in 13 quarters.
  • Successful Portfolios's Brookdale Senior Living position peaked at $277K in Q2 2021.
  • 168 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2022.

Based on Successful Portfolios's 13F filing for Q3 2022, filed 12 Oct 2022.