TAM
BRKL

Tucker Asset Management’s Brookline Bancorp BRKL Stock Holding History

Tucker Asset Management’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
Q4 		– Sell
-750
Closed -$6.83K – 1480
2023
Q3 		$6.83K Hold
750
– – ﹤0.01% 755
2023
Q2 		$6.55K Hold
750
– – ﹤0.01% 618
2023
Q1 		$7.88K Hold
750
– – ﹤0.01% 602
2022
Q4 		$10.4K Hold
750
– – ﹤0.01% 339
2022
Q3 		$10.3K Hold
750
– – ﹤0.01% 328
2022
Q2 		$9.98K Hold
750
– – ﹤0.01% 248
2022
Q1 		$11.9K Hold
750
– – ﹤0.01% 215
2021
Q4 		$12.2K Hold
750
– – ﹤0.01% 192
2021
Q3 		$12K Buy
+750
New +$10.9K ﹤0.01% 171

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tucker Asset Management's BRKL Position: Q4 2023 in Review

Tucker Asset Management sold out of Brookline Bancorp (BRKL) in Q4 2023, closing a stake of 750 shares — an estimated $6.83K sold.

Tucker Asset Management first reported a position in BRKL in Q3 2021 and held it in 9 quarters. The position peaked at $12.2K in Q4 2021. 189 funds tracked by Wall St. Rank hold BRKL as of Q4 2023.

  • Tucker Asset Management reported no remaining Brookline Bancorp position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 750 Brookline Bancorp shares in Q4 2023, an estimated $6.83K.
  • Tucker Asset Management first reported a position in Brookline Bancorp in Q3 2021 and held it in 9 quarters.
  • Tucker Asset Management's Brookline Bancorp position peaked at $12.2K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.