Zacks Investment Management’s Brookdale Senior Living BKD Stock Holding History

Zacks Investment Management’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
2023 Q3	–	Sell	-10,846	Closed	-$45.8K	–	613
2023 Q2	$45.8K	Buy	+10,846	New	+$41.9K	﹤0.01%	627
2020 Q3	–	Sell	-89,893	Closed	-$265K	–	505
2020 Q2	$265K	Hold	89,893	–	–	0.01%	453
2020 Q1	$280K	Sell	89,893 -4,389	-5%	-$25.6K	0.01%	441
2019 Q4	$685K	Sell	94,282 -39,010	-29%	-$290K	0.01%	422
2019 Q3	$1.01M	Buy	133,292 +19,921	+18%	+$158K	0.02%	373
2019 Q2	$817K	Buy	+113,371	New	+$748K	0.02%	416
2014 Q4	–	Sell	-26,056	Closed	-$840K	–	633
2014 Q3	$840K	Sell	26,056 -9,710	-27%	-$331K	0.03%	293
2014 Q2	$1.19M	Sell	35,766 -13,292	-27%	-$432K	0.04%	228
2014 Q1	$1.64M	Buy	+49,058	New	+$1.49M	0.06%	185

Other funds holding BKD

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

CCM

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

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

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zacks Investment Management's BKD Position: Q3 2023 in Review

Zacks Investment Management sold out of Brookdale Senior Living (BKD) in Q3 2023, closing a stake of 10,846 shares — an estimated $45.8K sold.

Zacks Investment Management first reported a position in BKD in Q1 2014 and held it in 9 quarters. The position peaked at $1.64M in Q1 2014. 146 funds tracked by Wall St. Rank hold BKD as of Q3 2023.

Zacks Investment Management reported no remaining Brookdale Senior Living position as of Q3 2023 after selling out during the quarter.
Zacks Investment Management sold 10,846 Brookdale Senior Living shares in Q3 2023, an estimated $45.8K.
Zacks Investment Management first reported a position in Brookdale Senior Living in Q1 2014 and held it in 9 quarters.
Zacks Investment Management's Brookdale Senior Living position peaked at $1.64M in Q1 2014.
146 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.