SGI
BRKL

Summit Global Investments’s Brookline Bancorp BRKL Stock Holding History

Summit Global Investments’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31,900
Closed -$335K – 543
2023
Q1 		$335K Hold
31,900
– – 0.03% 405
2022
Q4 		$451K Buy
+31,900
New +$427K 0.04% 334

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Global Investments's BRKL Position: Q2 2023 in Review

Summit Global Investments sold out of Brookline Bancorp (BRKL) in Q2 2023, closing a stake of 31,900 shares — an estimated $335K sold.

Summit Global Investments first reported a position in BRKL in Q4 2022 and held it in 2 quarters. The position peaked at $451K in Q4 2022. 191 funds tracked by Wall St. Rank hold BRKL as of Q2 2023.

  • Summit Global Investments reported no remaining Brookline Bancorp position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 31,900 Brookline Bancorp shares in Q2 2023, an estimated $335K.
  • Summit Global Investments first reported a position in Brookline Bancorp in Q4 2022 and held it in 2 quarters.
  • Summit Global Investments's Brookline Bancorp position peaked at $451K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.