AIM
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AIA Investment Management’s Broadridge BR Stock Holding History

AIA Investment 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
2020
Q3 		$122K Buy
923
+180
+24% +$24.1K 0.03% 211
2020
Q2 		$94K Buy
743
+138
+23% +$16K 0.02% 178
2020
Q1 		$57K Hold
605
– – 0.01% 213
2019
Q4 		$75K Buy
605
+364
+151% +$44.5K 0.1% 157
2019
Q3 		$30K Buy
+241
New +$31K 0.03% 234

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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 $530B AUM 22.01% 1-Year Est. Return

AIA Investment Management's BR Position: Q3 2020 in Review

AIA Investment Management increased its Broadridge (BR) stake by 24% in Q3 2020, buying an estimated $24.1K and bringing the position to 923 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #211.

AIA Investment Management first reported a position in BR in Q3 2019 and has held it in 5 quarters since. 741 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • AIA Investment Management held 923 shares of Broadridge worth $122K as of Q3 2020.
  • AIA Investment Management bought 180 Broadridge shares in Q3 2020, an estimated $24.1K.
  • Broadridge made up 0.03% of AIA Investment Management's portfolio in Q3 2020, its #211 holding.
  • AIA Investment Management first reported a position in Broadridge in Q3 2019 and has held it in 5 quarters since.
  • 741 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.