AR
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Advisory Research’s Broadridge BR Stock Holding History

Advisory Research’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
Q1 		– Sell
-12,149
Closed -$1.86M – 348
2020
Q4 		$1.86M Sell
12,149
-93,561
-89% -$13.6M 0.14% 128
2020
Q3 		$14M Sell
105,710
-14,735
-12% -$1.97M 1.36% 20
2020
Q2 		$15.2M Buy
+120,445
New +$13.9M 1.35% 19
2019
Q1 		– Sell
-2,980
Closed -$287K – 351
2018
Q4 		$287K Buy
2,980
+718
+32% +$77.7K 0.01% 343
2018
Q3 		$298K Sell
2,262
-1,546
-41% -$196K ﹤0.01% 343
2018
Q2 		$438K Buy
3,808
+706
+23% +$79.7K 0.01% 323
2018
Q1 		$340K Buy
+3,102
New +$308K 0.01% 337

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return