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Adirondack Research & Management’s Broadridge BR Stock Holding History

Adirondack Research & Management’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
2014
Q3 		– Sell
-27,800
Closed -$1.16M – 100
2014
Q2 		$1.16M Sell
27,800
-38,400
-58% -$1.5M 0.39% 74
2014
Q1 		$2.46M Hold
66,200
– – 0.94% 56
2013
Q4 		$2.62M Hold
66,200
– – 1.27% 38
2013
Q3 		$2.1M Hold
66,200
– – 1.21% 40
2013
Q2 		$1.76M Buy
+66,200
New +$1.7M 1.31% 32

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Adirondack Research & Management's BR Position: Q3 2014 in Review

Adirondack Research & Management sold out of Broadridge (BR) in Q3 2014, closing a stake of 27,800 shares — an estimated $1.16M sold.

Adirondack Research & Management first reported a position in BR in Q2 2013 and held it in 5 quarters. The position peaked at $2.62M in Q4 2013. 368 funds tracked by Wall St. Rank hold BR as of Q3 2014.

  • Adirondack Research & Management reported no remaining Broadridge position as of Q3 2014 after selling out during the quarter.
  • Adirondack Research & Management sold 27,800 Broadridge shares in Q3 2014, an estimated $1.16M.
  • Adirondack Research & Management first reported a position in Broadridge in Q2 2013 and held it in 5 quarters.
  • Adirondack Research & Management's Broadridge position peaked at $2.62M in Q4 2013.
  • 368 funds tracked by Wall St. Rank held Broadridge as of Q3 2014.

Based on Adirondack Research & Management's 13F filing for Q3 2014, filed 12 Nov 2014.