Tarbox Family Office’s Brookdale Senior Living BKD Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-320	Closed	-$2K	–	222
2022 Q1	$2K	Hold	320	–	–	﹤0.01%	772
2021 Q4	$2K	Hold	320	–	–	﹤0.01%	850
2021 Q3	$2K	Hold	320	–	–	﹤0.01%	889
2021 Q2	$3K	Hold	320	–	–	﹤0.01%	778
2021 Q1	$2K	Hold	320	–	–	﹤0.01%	846
2020 Q4	$1K	Buy	+320	New	+$1.18K	﹤0.01%	961
2016 Q4	–	Sell	-42	Closed	-$1K	–	555
2016 Q3	$1K	Hold	42	–	–	﹤0.01%	475
2016 Q2	$1K	Hold	42	–	–	﹤0.01%	470
2016 Q1	$1K	Buy	+42	New	+$641	﹤0.01%	485

Other funds holding BKD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return