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UBS O'Connor’s Brookdale Senior Living BKD Stock Holding History

UBS O'Connor’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
2024
Q4 		– Sell
-231,502
Closed -$1.57M – 448
2024
Q3 		$1.57M Sell
231,502
-20,033
-8% -$143K 0.04% 210
2024
Q2 		$1.72M Buy
251,535
+142,535
+131% +$964K 0.05% 216
2024
Q1 		$720K Buy
109,000
+70,834
+186% +$413K 0.02% 307
2023
Q4 		$222K Buy
+38,166
New +$179K 0.01% 397

Other funds holding BKD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.52B AUM 23.15% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS O'Connor's BKD Position: Q4 2024 in Review

UBS O'Connor sold out of Brookdale Senior Living (BKD) in Q4 2024, closing a stake of 231,502 shares — an estimated $1.57M sold.

UBS O'Connor first reported a position in BKD in Q4 2023 and held it in 4 quarters. The position peaked at $1.72M in Q2 2024. 174 funds tracked by Wall St. Rank hold BKD as of Q4 2024.

  • UBS O'Connor reported no remaining Brookdale Senior Living position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 231,502 Brookdale Senior Living shares in Q4 2024, an estimated $1.57M.
  • UBS O'Connor first reported a position in Brookdale Senior Living in Q4 2023 and held it in 4 quarters.
  • UBS O'Connor's Brookdale Senior Living position peaked at $1.72M in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.