Winthrop Advisory Group’s Brookline Bancorp BRKL Stock Holding History

Winthrop Advisory Group’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
2021 Q4	–	Sell	-11,196	Closed	-$171K	–	142
2021 Q3	$171K	Hold	11,196	–	–	0.04%	136
2021 Q2	$167K	Sell	11,196 -4,263	-28%	-$68.2K	0.04%	131
2021 Q1	$232K	Hold	15,459	–	–	0.06%	117
2020 Q4	$186K	Hold	15,459	–	–	0.05%	131
2020 Q3	$134K	Buy	15,459 +12	+0.1%	+$114	0.04%	113
2020 Q2	$147K	Buy	15,447 +181	+1%	+$1.81K	0.05%	90
2020 Q1	$172K	Sell	15,266 -3,000	-16%	-$42.8K	0.07%	85
2019 Q4	$301K	Sell	18,266 -15,819	-46%	-$249K	0.11%	79
2019 Q3	$502K	Hold	34,085	–	–	0.2%	48
2019 Q2	$524K	Hold	34,085	–	–	0.22%	46
2019 Q1	$497K	Buy	34,085 +19,819	+139%	+$297K	0.22%	47
2018 Q4	$197K	Buy	14,266 +14,160	+13,358%	+$214K	0.1%	81
2018 Q3	$210K	Sell	106 -14,160	-99%	-$256K	0.12%	82
2018 Q2	$265K	Buy	+14,266	New	+$250K	0.17%	60

Other funds holding BRKL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winthrop Advisory Group's BRKL Position: Q4 2021 in Review

Winthrop Advisory Group sold out of Brookline Bancorp (BRKL) in Q4 2021, closing a stake of 11,196 shares — an estimated $171K sold.

Winthrop Advisory Group first reported a position in BRKL in Q2 2018 and held it in 14 quarters. The position peaked at $524K in Q2 2019. 199 funds tracked by Wall St. Rank hold BRKL as of Q4 2021.

Winthrop Advisory Group reported no remaining Brookline Bancorp position as of Q4 2021 after selling out during the quarter.
Winthrop Advisory Group sold 11,196 Brookline Bancorp shares in Q4 2021, an estimated $171K.
Winthrop Advisory Group first reported a position in Brookline Bancorp in Q2 2018 and held it in 14 quarters.
Winthrop Advisory Group's Brookline Bancorp position peaked at $524K in Q2 2019.
199 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2021.

Based on Winthrop Advisory Group's 13F filing for Q4 2021, filed 12 Jan 2022.