AG
BR icon

AIA Group’s Broadridge BR Stock Holding History

AIA Group’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
2023
Q2 		– Sell
-2,067
Closed -$303K – 339
2023
Q1 		$303K Sell
2,067
-192
-8% -$27.5K 0.02% 279
2022
Q4 		$303K Buy
2,259
+1,350
+149% +$192K 0.02% 280
2022
Q3 		$131K Sell
909
-620
-41% -$101K 0.01% 345
2022
Q2 		$218K Buy
+1,529
New +$222K 0.01% 346

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AIA Group's BR Position: Q2 2023 in Review

AIA Group sold out of Broadridge (BR) in Q2 2023, closing a stake of 2,067 shares — an estimated $303K sold.

AIA Group first reported a position in BR in Q2 2022 and held it in 4 quarters. The position peaked at $303K in Q4 2022. 816 funds tracked by Wall St. Rank hold BR as of Q2 2023.

  • AIA Group reported no remaining Broadridge position as of Q2 2023 after selling out during the quarter.
  • AIA Group sold 2,067 Broadridge shares in Q2 2023, an estimated $303K.
  • AIA Group first reported a position in Broadridge in Q2 2022 and held it in 4 quarters.
  • AIA Group's Broadridge position peaked at $303K in Q4 2022.
  • 816 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.