STA
BRDG

Summit Trail Advisors’s Bridge Investment Group BRDG Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-16,259
Closed -$159K – 617
2023
Q4 		$159K Hold
16,259
– – 0.01% 515
2023
Q3 		$150K Hold
16,259
– – 0.01% 510
2023
Q2 		$185K Buy
+16,259
New +$165K 0.01% 494
2023
Q1 		– Sell
-16,259
Closed -$196K – 399
2022
Q4 		$196K Hold
16,259
– – 0.01% 359
2022
Q3 		$236K Hold
16,259
– – 0.01% 309
2022
Q2 		$236K Buy
+16,259
New +$289K 0.01% 317

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Summit Trail Advisors's BRDG Position: Q1 2024 in Review

Summit Trail Advisors sold out of Bridge Investment Group (BRDG) in Q1 2024, closing a stake of 16,259 shares — an estimated $159K sold.

Summit Trail Advisors first reported a position in BRDG in Q2 2022 and held it in 6 quarters. The position peaked at $236K in Q3 2022. 76 funds tracked by Wall St. Rank hold BRDG as of Q1 2024.

  • Summit Trail Advisors reported no remaining Bridge Investment Group position as of Q1 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 16,259 Bridge Investment Group shares in Q1 2024, an estimated $159K.
  • Summit Trail Advisors first reported a position in Bridge Investment Group in Q2 2022 and held it in 6 quarters.
  • Summit Trail Advisors's Bridge Investment Group position peaked at $236K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held Bridge Investment Group as of Q1 2024.

Based on Summit Trail Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.