6 Meridian’s Broadridge BR Stock Holding History

6 Meridian’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,419	Closed	-$229K	–	405
2021 Q2	$229K	Sell	1,419 -50	-3%	-$7.99K	0.02%	288
2021 Q1	$225K	Buy	+1,469	New	+$217K	0.02%	290
2018 Q1	–	Sell	-5,896	Closed	-$534K	–	420
2017 Q4	$534K	Buy	+5,896	New	+$514K	0.06%	203

Other funds holding BR

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

6 Meridian's BR Position: Q3 2021 in Review

6 Meridian sold out of Broadridge (BR) in Q3 2021, closing a stake of 1,419 shares — an estimated $229K sold.

6 Meridian first reported a position in BR in Q4 2017 and held it in 3 quarters. The position peaked at $534K in Q4 2017. 787 funds tracked by Wall St. Rank hold BR as of Q3 2021.

6 Meridian reported no remaining Broadridge position as of Q3 2021 after selling out during the quarter.
6 Meridian sold 1,419 Broadridge shares in Q3 2021, an estimated $229K.
6 Meridian first reported a position in Broadridge in Q4 2017 and held it in 3 quarters.
6 Meridian's Broadridge position peaked at $534K in Q4 2017.
787 funds tracked by Wall St. Rank held Broadridge as of Q3 2021.

Based on 6 Meridian's 13F filing for Q3 2021, filed 3 Nov 2021.