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Summit Securities Group’s Brookdale Senior Living BKD Stock Holding History

Summit Securities Group’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
2023
Q2 		– Sell
-5,000
Closed -$15K – 889
2023
Q1 		$15K Hold
5,000
– – ﹤0.01% 656
2022
Q4 		$14K Buy
+5,000
New +$18.7K ﹤0.01% 967

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DM
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FFL
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's BKD Position: Q2 2023 in Review

Summit Securities Group sold out of Brookdale Senior Living (BKD) in Q2 2023, closing a stake of 5,000 shares — an estimated $15K sold.

Summit Securities Group first reported a position in BKD in Q4 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2023. 155 funds tracked by Wall St. Rank hold BKD as of Q2 2023.

  • Summit Securities Group reported no remaining Brookdale Senior Living position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 5,000 Brookdale Senior Living shares in Q2 2023, an estimated $15K.
  • Summit Securities Group first reported a position in Brookdale Senior Living in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's Brookdale Senior Living position peaked at $15K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.